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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 | $31,055 | $91,086-65.9% | $203,872-84.8% | $86,983-64.3% |
| Participation rate | 57.1% | 65.8%-8.7pp | 77.8%-20.7pp | 69.5%-12.4pp |
| Annual return | 16.11% | 22.30%-6.2pp | 85.11%-69.0pp | 25.83%-9.7pp |
| Employer contribution / active EE | $903 | $2,063-56.2% | $3,757-76.0% | $2,584-65.1% |
| Participant deferral / active EE | $2,906 | $4,019-27.7% | $6,388-54.5% | $4,194-30.7% |
| Admin fee / account holder | $1,372 | $8,987-84.7% | $11,730-88.3% | $7,856-82.5% |