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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 | $34,463 | $91,198-62.2% | $178,503-80.7% | $79,856-56.8% |
| Participation rate | 29.4% | 69.2%-39.8pp | 81.9%-52.5pp | 69.6%-40.2pp |
| Annual return | 20.15% | 24.20%-4.1pp | 151.12%-131.0pp | 31.71%-11.6pp |
| Employer contribution / active EE | $648 | $3,257-80.1% | $5,011-87.1% | $2,471-73.8% |
| Participant deferral / active EE | $1,630 | $3,237-49.6% | $5,202-68.7% | $3,741-56.4% |
| Admin fee / account holder | $645 | $6,748-90.4% | $13,987-95.4% | $5,306-87.8% |