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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 | $61,039 | $99,875-38.9% | $146,866-58.4% | $86,983-29.8% |
| Participation rate | 40.8% | 75.8%-35.0pp | 82.5%-41.7pp | 69.5%-28.7pp |
| Annual return | 13.81% | 28.10%-14.3pp | 102.85%-89.0pp | 25.83%-12.0pp |
| Employer contribution / active EE | $787 | $3,224-75.6% | $4,425-82.2% | $2,584-69.5% |
| Participant deferral / active EE | $2,580 | $6,322-59.2% | $7,759-66.8% | $4,194-38.5% |
| Admin fee / account holder | $581 | $7,838-92.6% | $13,620-95.7% | $7,856-92.6% |