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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 | $32,142 | $45,343-29.1% | $150,298-78.6% | $67,986-52.7% |
| Participation rate | 28.2% | 51.9%-23.7pp | 77.8%-49.6pp | 57.2%-29.1pp |
| Annual return | 23.48% | 33.28%-9.8pp | 62.79%-39.3pp | 31.67%-8.2pp |
| Employer contribution / active EE | $437 | $1,462-70.1% | $4,154-89.5% | $2,019-78.4% |
| Participant deferral / active EE | $1,243 | $2,055-39.5% | $5,453-77.2% | $3,358-63.0% |
| Admin fee / account holder | $3,426 | $2,250+52.3% | $14,116-75.7% | $3,203+6.9% |