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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 | $31,556 | $91,198-65.4% | $178,503-82.3% | $79,856-60.5% |
| Participation rate | 61.1% | 69.2%-8.1pp | 81.9%-20.8pp | 69.6%-8.5pp |
| Annual return | 15.47% | 24.20%-8.7pp | 151.12%-135.7pp | 31.71%-16.2pp |
| Employer contribution / active EE | $900 | $3,257-72.4% | $5,011-82.0% | $2,471-63.6% |
| Participant deferral / active EE | $2,069 | $3,237-36.1% | $5,202-60.2% | $3,741-44.7% |
| Admin fee / account holder | $2,693 | $6,748-60.1% | $13,987-80.7% | $5,306-49.2% |