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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,790 | $104,664-66.8% | $85,693-59.4% | $167,518-79.2% |
| Participation rate | 54.2% | 76.4%-22.2pp | 69.9%-15.7pp | 82.1%-27.9pp |
| Annual return | 16.14% | 21.45%-5.3pp | 21.49%-5.4pp | 478.71%-462.6pp |
| Employer contribution / active EE | $571 | $3,337-82.9% | $2,618-78.2% | $4,838-88.2% |
| Participant deferral / active EE | $1,645 | $4,824-65.9% | $3,923-58.1% | $6,342-74.1% |
| Admin fee / account holder | $2,193 | $10,032-78.1% | $6,874-68.1% | $12,312-82.2% |