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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 | $31,899 | $45,343-29.6% | $150,298-78.8% | $67,986-53.1% |
| Participation rate | 39.2% | 51.9%-12.7pp | 77.8%-38.6pp | 57.2%-18.0pp |
| Annual return | 15.48% | 33.28%-17.8pp | 62.79%-47.3pp | 31.67%-16.2pp |
| Employer contribution / active EE | $519 | $1,462-64.5% | $4,154-87.5% | $2,019-74.3% |
| Participant deferral / active EE | $1,151 | $2,055-44.0% | $5,453-78.9% | $3,358-65.7% |
| Admin fee / account holder | $3,274 | $2,250+45.5% | $14,116-76.8% | $3,203+2.2% |