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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 | $34,914 | $65,961-47.1% | $180,320-80.6% | $94,015-62.9% |
| Participation rate | 57.7% | 61.3%-3.6pp | 71.5%-13.8pp | 70.8%-13.1pp |
| Annual return | 16.71% | 14.27%+2.4pp | 778.54%-761.8pp | 17.84%-1.1pp |
| Employer contribution / active EE | $451 | $1,737-74.0% | $4,108-89.0% | $2,790-83.8% |
| Participant deferral / active EE | $2,098 | $3,003-30.2% | $4,304-51.3% | $4,249-50.6% |
| Admin fee / account holder | $789 | $4,901-83.9% | $10,000-92.1% | $8,951-91.2% |