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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 | $31,393 | $107,030-70.7% | $73,550-57.3% | $147,586-78.7% |
| Participation rate | 42.1% | 66.4%-24.3pp | 54.9%-12.8pp | 82.8%-40.7pp |
| Annual return | 17.89% | 38.25%-20.4pp | -15.16%+33.0pp | 578.59%-560.7pp |
| Employer contribution / active EE | $116 | $1,760-93.4% | $1,219-90.5% | $4,876-97.6% |
| Participant deferral / active EE | $3,818 | $2,458+55.3% | $1,804+111.6% | $5,439-29.8% |
| Admin fee / account holder | $808 | $3,055-73.6% | $2,320-65.2% | $10,886-92.6% |