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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 | $34,329 | $77,920-55.9% | $149,723-77.1% | $75,177-54.3% |
| Participation rate | 55.1% | 65.6%-10.5pp | 78.8%-23.7pp | 67.2%-12.1pp |
| Annual return | 17.89% | 31.72%-13.8pp | 134.50%-116.6pp | 160.75%-142.9pp |
| Employer contribution / active EE | $399 | $3,138-87.3% | $4,821-91.7% | $2,671-85.1% |
| Participant deferral / active EE | $1,498 | $3,411-56.1% | $5,682-73.6% | $4,126-63.7% |
| Admin fee / account holder | $455 | $5,951-92.4% | $13,215-96.6% | $5,651-91.9% |