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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 | $34,362 | $91,179-62.3% | $178,499-80.7% | $79,852-57.0% |
| Participation rate | 61.1% | 69.2%-8.1pp | 81.9%-20.8pp | 69.6%-8.5pp |
| Annual return | 23.44% | 24.19%-0.8pp | 151.10%-127.7pp | 31.72%-8.3pp |
| Employer contribution / active EE | $526 | $3,256-83.8% | $5,011-89.5% | $2,471-78.7% |
| Participant deferral / active EE | $1,185 | $3,236-63.4% | $5,202-77.2% | $3,740-68.3% |
| Admin fee / account holder | $1,944 | $6,749-71.2% | $13,986-86.1% | $5,306-63.4% |