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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 | $35,248 | $69,118-49.0% | $53,647-34.3% | $138,895-74.6% |
| Participation rate | 34.8% | 64.0%-29.2pp | 56.3%-21.5pp | 79.9%-45.1pp |
| Annual return | 16.75% | 248.26%-231.5pp | 358.33%-341.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $433 | $1,189-63.6% | $962-55.0% | $4,194-89.7% |
| Participant deferral / active EE | $1,834 | $2,274-19.4% | $1,813+1.1% | $6,396-71.3% |
| Admin fee / account holder | $344 | $2,724-87.4% | $2,460-86.0% | $12,562-97.3% |