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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 | $38,433 | $91,198-57.9% | $178,503-78.5% | $79,856-51.9% |
| Participation rate | 68.2% | 69.2%-1.0pp | 81.9%-13.7pp | 69.6%-1.4pp |
| Annual return | 21.06% | 24.20%-3.1pp | 151.12%-130.1pp | 31.71%-10.7pp |
| Employer contribution / active EE | $910 | $3,257-72.1% | $5,011-81.8% | $2,471-63.2% |
| Participant deferral / active EE | $2,546 | $3,237-21.3% | $5,202-51.1% | $3,741-31.9% |
| Admin fee / account holder | $739 | $6,748-89.0% | $13,987-94.7% | $5,306-86.1% |