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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 | $32,341 | $78,707-58.9% | $117,861-72.6% | $70,126-53.9% |
| Participation rate | 40.2% | 73.2%-33.0pp | 79.7%-39.5pp | 69.5%-29.3pp |
| Annual return | 16.38% | 23.30%-6.9pp | 335.11%-318.7pp | 73.15%-56.8pp |
| Employer contribution / active EE | $810 | $2,223-63.6% | $3,786-78.6% | $2,343-65.4% |
| Participant deferral / active EE | $1,679 | $3,297-49.1% | $4,482-62.5% | $3,332-49.6% |
| Admin fee / account holder | $4,521 | $5,066-10.8% | $8,021-43.6% | $4,645-2.7% |