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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 | $31,570 | $84,236-62.5% | $170,435-81.5% | $70,126-55.0% |
| Participation rate | 38.9% | 70.8%-31.9pp | 83.6%-44.7pp | 69.5%-30.7pp |
| Annual return | 13.25% | 23.06%-9.8pp | 205.94%-192.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $672 | $3,387-80.2% | $5,432-87.6% | $2,343-71.3% |
| Participant deferral / active EE | $1,289 | $3,086-58.2% | $4,939-73.9% | $3,332-61.3% |
| Admin fee / account holder | $3,500 | $5,698-38.6% | $13,881-74.8% | $4,645-24.7% |