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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 | $31,130 | $65,034-52.1% | $90,970-65.8% | $79,856-61.0% |
| Participation rate | 31.5% | 61.6%-30.1pp | 69.0%-37.5pp | 69.6%-38.2pp |
| Annual return | 13.14% | 30.45%-17.3pp | 134.60%-121.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $463 | $1,247-62.8% | $2,122-78.2% | $2,471-81.2% |
| Participant deferral / active EE | $1,148 | $2,512-54.3% | $3,373-66.0% | $3,741-69.3% |
| Admin fee / account holder | $1,390 | $4,536-69.4% | $5,961-76.7% | $5,306-73.8% |