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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 | $32,979 | $78,690-58.1% | $161,489-79.6% | $87,485-62.3% |
| Participation rate | 31.1% | 67.5%-36.4pp | 78.7%-47.6pp | 68.9%-37.8pp |
| Annual return | 22.18% | 32.74%-10.6pp | 89.72%-67.5pp | 26.06%-3.9pp |
| Employer contribution / active EE | $1,635 | $2,588-36.8% | $4,268-61.7% | $2,596-37.0% |
| Participant deferral / active EE | $1,977 | $3,311-40.3% | $5,630-64.9% | $4,274-53.7% |
| Admin fee / account holder | $512 | $6,724-92.4% | $16,006-96.8% | $7,775-93.4% |