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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 | $30,064 | $63,433-52.6% | $63,803-52.9% | $64,097-53.1% |
| Participation rate | 43.6% | 65.0%-21.5pp | 72.7%-29.1pp | 55.2%-11.6pp |
| Annual return | 17.32% | 20.74%-3.4pp | 543.72%-526.4pp | 34.64%-17.3pp |
| Employer contribution / active EE | $636 | $2,332-72.7% | $2,532-74.9% | $1,891-66.4% |
| Participant deferral / active EE | $1,212 | $3,119-61.1% | $3,843-68.5% | $3,080-60.7% |
| Admin fee / account holder | $819 | $1,489-45.0% | $5,196-84.2% | $3,454-76.3% |