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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 | $39,783 | $61,172-35.0% | $185,851-78.6% | $79,389-49.9% |
| Participation rate | 28.6% | 66.6%-38.0pp | 81.7%-53.1pp | 70.7%-42.1pp |
| Annual return | 40.32% | 19.45%+20.9pp | 122.11%-81.8pp | 116.89%-76.6pp |
| Employer contribution / active EE | $600 | $2,321-74.1% | $5,168-88.4% | $2,428-75.3% |
| Participant deferral / active EE | $1,447 | $2,788-48.1% | $5,569-74.0% | $4,046-64.2% |
| Admin fee / account holder | $457 | $710-35.6% | $16,245-97.2% | $626-27.0% |