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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 | $36,743 | $79,449-53.8% | $189,558-80.6% | $85,856-57.2% |
| Participation rate | 57.6% | 66.0%-8.4pp | 78.5%-20.9pp | 69.3%-11.7pp |
| Annual return | 12.66% | 18.45%-5.8pp | 64.19%-51.5pp | 318.58%-305.9pp |
| Employer contribution / active EE | $424 | $2,081-79.6% | $4,412-90.4% | $2,565-83.5% |
| Participant deferral / active EE | $1,936 | $4,051-52.2% | $6,174-68.6% | $3,952-51.0% |
| Admin fee / account holder | $669 | $5,377-87.6% | $9,809-93.2% | $6,261-89.3% |