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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 | $33,423 | $61,356-45.5% | $149,696-77.7% | $71,511-53.3% |
| Participation rate | 37.4% | 62.5%-25.1pp | 78.8%-41.4pp | 67.9%-30.5pp |
| Annual return | 19.81% | 35.86%-16.0pp | 134.46%-114.6pp | 28.86%-9.0pp |
| Employer contribution / active EE | $930 | $2,382-61.0% | $4,821-80.7% | $2,589-64.1% |
| Participant deferral / active EE | $1,361 | $2,920-53.4% | $5,682-76.1% | $4,291-68.3% |
| Admin fee / account holder | $580 | $1,263-54.0% | $13,212-95.6% | $1,588-63.5% |