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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 | $31,309 | $97,125-67.8% | $86,233-63.7% | $137,256-77.2% |
| Participation rate | 46.2% | 74.2%-28.0pp | 69.0%-22.9pp | 80.0%-33.8pp |
| Annual return | 19.01% | 74.19%-55.2pp | 61.39%-42.4pp | 220.34%-201.3pp |
| Employer contribution / active EE | $384 | $2,841-86.5% | $2,504-84.7% | $4,156-90.8% |
| Participant deferral / active EE | $2,388 | $5,180-53.9% | $4,559-47.6% | $6,407-62.7% |
| Admin fee / account holder | $1,672 | $9,725-82.8% | $8,342-80.0% | $12,270-86.4% |