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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 | $31,626 | $91,179-65.3% | $178,499-82.3% | $79,852-60.4% |
| Participation rate | 42.6% | 69.2%-26.7pp | 81.9%-39.4pp | 69.6%-27.1pp |
| Annual return | 19.28% | 24.19%-4.9pp | 151.10%-131.8pp | 31.72%-12.4pp |
| Employer contribution / active EE | $432 | $3,256-86.7% | $5,011-91.4% | $2,471-82.5% |
| Participant deferral / active EE | $2,201 | $3,236-32.0% | $5,202-57.7% | $3,740-41.1% |
| Admin fee / account holder | $1,232 | $6,749-81.7% | $13,986-91.2% | $5,306-76.8% |