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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 | $33,240 | $45,343-26.7% | $150,298-77.9% | $67,986-51.1% |
| Participation rate | 33.6% | 51.9%-18.3pp | 77.8%-44.2pp | 57.2%-23.6pp |
| Annual return | 14.02% | 33.28%-19.3pp | 62.79%-48.8pp | 31.67%-17.6pp |
| Employer contribution / active EE | $759 | $1,462-48.1% | $4,154-81.7% | $2,019-62.4% |
| Participant deferral / active EE | $1,802 | $2,055-12.3% | $5,453-66.9% | $3,358-46.3% |
| Admin fee / account holder | $3,388 | $2,250+50.6% | $14,116-76.0% | $3,203+5.8% |