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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 | $35,946 | $84,236-57.3% | $170,435-78.9% | $70,126-48.7% |
| Participation rate | 51.5% | 70.8%-19.4pp | 83.6%-32.1pp | 69.5%-18.1pp |
| Annual return | 14.96% | 23.06%-8.1pp | 205.94%-191.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $531 | $3,387-84.3% | $5,432-90.2% | $2,343-77.3% |
| Participant deferral / active EE | $1,169 | $3,086-62.1% | $4,939-76.3% | $3,332-64.9% |
| Admin fee / account holder | $957 | $5,698-83.2% | $13,881-93.1% | $4,645-79.4% |