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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 | $33,708 | $78,707-57.2% | $117,861-71.4% | $70,126-51.9% |
| Participation rate | 39.6% | 73.2%-33.6pp | 79.7%-40.1pp | 69.5%-30.0pp |
| Annual return | 16.88% | 23.30%-6.4pp | 335.11%-318.2pp | 73.15%-56.3pp |
| Employer contribution / active EE | $834 | $2,223-62.5% | $3,786-78.0% | $2,343-64.4% |
| Participant deferral / active EE | $1,923 | $3,297-41.7% | $4,482-57.1% | $3,332-42.3% |
| Admin fee / account holder | $2,276 | $5,066-55.1% | $8,021-71.6% | $4,645-51.0% |