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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 | $31,481 | $60,442-47.9% | $96,754-67.5% | $87,485-64.0% |
| Participation rate | 42.4% | 58.7%-16.3pp | 70.3%-27.8pp | 68.9%-26.5pp |
| Annual return | 18.68% | 21.97%-3.3pp | 82.04%-63.4pp | 26.06%-7.4pp |
| Employer contribution / active EE | $650 | $1,691-61.6% | $2,679-75.7% | $2,596-75.0% |
| Participant deferral / active EE | $988 | $3,280-69.9% | $4,758-79.2% | $4,274-76.9% |
| Admin fee / account holder | $832 | $5,069-83.6% | $8,905-90.7% | $7,775-89.3% |