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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 | $61,183 | $88,672-31.0% | $105,223-41.9% | $82,448-25.8% |
| Participation rate | 32.0% | 67.9%-35.9pp | 75.0%-43.0pp | 68.1%-36.1pp |
| Annual return | 14.50% | 30.86%-16.4pp | 180.65%-166.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $923 | $3,048-69.7% | $3,689-75.0% | $2,551-63.8% |
| Participant deferral / active EE | $1,864 | $4,036-53.8% | $5,072-63.3% | $4,139-55.0% |
| Admin fee / account holder | $557 | $7,146-92.2% | $8,859-93.7% | $7,234-92.3% |