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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 | $33,050 | $62,672-47.3% | $185,117-82.1% | $70,126-52.9% |
| Participation rate | 45.7% | 63.8%-18.1pp | 77.3%-31.6pp | 69.5%-23.9pp |
| Annual return | 59.15% | 40.79%+18.4pp | 40.50%+18.7pp | 73.15%-14.0pp |
| Employer contribution / active EE | $537 | $1,753-69.4% | $4,182-87.2% | $2,343-77.1% |
| Participant deferral / active EE | $1,197 | $3,272-63.4% | $5,045-76.3% | $3,332-64.1% |
| Admin fee / account holder | $1,342 | $3,932-65.9% | $8,159-83.6% | $4,645-71.1% |