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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 | $51,618 | $84,236-38.7% | $170,435-69.7% | $70,126-26.4% |
| Participation rate | 42.2% | 70.8%-28.6pp | 83.6%-41.4pp | 69.5%-27.3pp |
| Annual return | 13.86% | 23.06%-9.2pp | 205.94%-192.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $919 | $3,387-72.9% | $5,432-83.1% | $2,343-60.8% |
| Participant deferral / active EE | $1,467 | $3,086-52.5% | $4,939-70.3% | $3,332-56.0% |
| Admin fee / account holder | $1,658 | $5,698-70.9% | $13,881-88.1% | $4,645-64.3% |