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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 | $33,321 | $48,053-30.7% | $84,628-60.6% | $72,975-54.3% |
| Participation rate | 28.6% | 57.6%-29.0pp | 68.2%-39.7pp | 69.5%-40.9pp |
| Annual return | 18.81% | 37.39%-18.6pp | 258.80%-240.0pp | 81.01%-62.2pp |
| Employer contribution / active EE | $620 | $1,602-61.3% | $2,653-76.6% | $2,440-74.6% |
| Participant deferral / active EE | $1,590 | $2,681-40.7% | $3,900-59.2% | $3,608-55.9% |
| Admin fee / account holder | $3,114 | $3,395-8.3% | $4,914-36.6% | $5,124-39.2% |