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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 | $31,419 | $83,369-62.3% | $105,223-70.1% | $67,986-53.8% |
| Participation rate | 32.2% | 56.3%-24.1pp | 75.0%-42.9pp | 57.2%-25.0pp |
| Annual return | 23.77% | 24.64%-0.9pp | 180.65%-156.9pp | 31.67%-7.9pp |
| Employer contribution / active EE | $715 | $2,541-71.9% | $3,689-80.6% | $2,019-64.6% |
| Participant deferral / active EE | $1,726 | $3,295-47.6% | $5,072-66.0% | $3,358-48.6% |
| Admin fee / account holder | $727 | $4,073-82.2% | $8,859-91.8% | $3,203-77.3% |