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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 | $55,265 | $91,179-39.4% | $178,499-69.0% | $79,852-30.8% |
| Participation rate | 34.3% | 69.2%-34.9pp | 81.9%-47.6pp | 69.6%-35.4pp |
| Annual return | 16.07% | 24.19%-8.1pp | 151.10%-135.0pp | 31.72%-15.6pp |
| Employer contribution / active EE | $777 | $3,256-76.1% | $5,011-84.5% | $2,471-68.6% |
| Participant deferral / active EE | $1,288 | $3,236-60.2% | $5,202-75.2% | $3,740-65.6% |
| Admin fee / account holder | $2,817 | $6,749-58.3% | $13,986-79.9% | $5,306-46.9% |