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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 | $29,504 | $91,198-67.6% | $178,503-83.5% | $79,856-63.1% |
| Participation rate | 56.4% | 69.2%-12.8pp | 81.9%-25.5pp | 69.6%-13.2pp |
| Annual return | 15.42% | 24.20%-8.8pp | 151.12%-135.7pp | 31.71%-16.3pp |
| Employer contribution / active EE | $657 | $3,257-79.8% | $5,011-86.9% | $2,471-73.4% |
| Participant deferral / active EE | $1,157 | $3,237-64.3% | $5,202-77.8% | $3,741-69.1% |
| Admin fee / account holder | $764 | $6,748-88.7% | $13,987-94.5% | $5,306-85.6% |