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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 | $35,454 | $85,171-58.4% | $172,752-79.5% | $72,975-51.4% |
| Participation rate | 59.8% | 70.1%-10.3pp | 82.6%-22.9pp | 69.5%-9.7pp |
| Annual return | 22.97% | 27.32%-4.4pp | 802.97%-780.0pp | 81.01%-58.0pp |
| Employer contribution / active EE | $577 | $3,324-82.6% | $5,144-88.8% | $2,440-76.3% |
| Participant deferral / active EE | $2,017 | $3,260-38.1% | $5,198-61.2% | $3,608-44.1% |
| Admin fee / account holder | $1,009 | $5,880-82.8% | $13,955-92.8% | $5,124-80.3% |