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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 | $35,476 | $78,707-54.9% | $117,861-69.9% | $70,126-49.4% |
| Participation rate | 41.7% | 73.2%-31.5pp | 79.7%-38.0pp | 69.5%-27.9pp |
| Annual return | 18.72% | 23.30%-4.6pp | 335.11%-316.4pp | 73.15%-54.4pp |
| Employer contribution / active EE | $566 | $2,223-74.6% | $3,786-85.1% | $2,343-75.9% |
| Participant deferral / active EE | $1,721 | $3,297-47.8% | $4,482-61.6% | $3,332-48.4% |
| Admin fee / account holder | $1,003 | $5,066-80.2% | $8,021-87.5% | $4,645-78.4% |