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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 | $37,472 | $84,236-55.5% | $170,435-78.0% | $70,126-46.6% |
| Participation rate | 65.9% | 70.8%-5.0pp | 83.6%-17.7pp | 69.5%-3.7pp |
| Annual return | 20.49% | 23.06%-2.6pp | 205.94%-185.4pp | 73.15%-52.7pp |
| Employer contribution / active EE | $878 | $3,387-74.1% | $5,432-83.8% | $2,343-62.5% |
| Participant deferral / active EE | $1,123 | $3,086-63.6% | $4,939-77.3% | $3,332-66.3% |
| Admin fee / account holder | $7,527 | $5,698+32.1% | $13,881-45.8% | $4,645+62.0% |