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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 | $31,515 | $53,128-40.7% | $86,582-63.6% | $70,126-55.1% |
| Participation rate | 39.3% | 65.3%-26.0pp | 73.5%-34.3pp | 69.5%-30.3pp |
| Annual return | 18.81% | 27.66%-8.9pp | 965.08%-946.3pp | 73.15%-54.3pp |
| Employer contribution / active EE | $654 | $2,068-68.4% | $2,839-77.0% | $2,343-72.1% |
| Participant deferral / active EE | $1,231 | $2,695-54.3% | $3,609-65.9% | $3,332-63.0% |
| Admin fee / account holder | $639 | $3,584-82.2% | $4,904-87.0% | $4,645-86.2% |