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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 | $38,520 | $91,559-57.9% | $133,978-71.2% | $79,856-51.8% |
| Participation rate | 63.2% | 73.3%-10.2pp | 79.8%-16.7pp | 69.6%-6.5pp |
| Annual return | 15.01% | 61.85%-46.8pp | 45.10%-30.1pp | 31.71%-16.7pp |
| Employer contribution / active EE | $595 | $2,384-75.0% | $3,919-84.8% | $2,471-75.9% |
| Participant deferral / active EE | $1,786 | $3,734-52.2% | $5,047-64.6% | $3,741-52.3% |
| Admin fee / account holder | $6,640 | $6,321+5.0% | $8,930-25.6% | $5,306+25.1% |