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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 | $31,886 | $91,179-65.0% | $178,499-82.1% | $79,852-60.1% |
| Participation rate | 49.2% | 69.2%-20.0pp | 81.9%-32.7pp | 69.6%-20.4pp |
| Annual return | 16.22% | 24.19%-8.0pp | 151.10%-134.9pp | 31.72%-15.5pp |
| Employer contribution / active EE | $942 | $3,256-71.1% | $5,011-81.2% | $2,471-61.9% |
| Participant deferral / active EE | $1,460 | $3,236-54.9% | $5,202-71.9% | $3,740-61.0% |
| Admin fee / account holder | $1,221 | $6,749-81.9% | $13,986-91.3% | $5,306-77.0% |