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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 | $33,892 | $84,236-59.8% | $170,435-80.1% | $70,126-51.7% |
| Participation rate | 41.8% | 70.8%-29.0pp | 83.6%-41.8pp | 69.5%-27.7pp |
| Annual return | 15.54% | 23.06%-7.5pp | 205.94%-190.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $889 | $3,387-73.7% | $5,432-83.6% | $2,343-62.0% |
| Participant deferral / active EE | $1,542 | $3,086-50.0% | $4,939-68.8% | $3,332-53.7% |
| Admin fee / account holder | $8,410 | $5,698+47.6% | $13,881-39.4% | $4,645+81.0% |