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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 | $33,433 | $84,236-60.3% | $170,435-80.4% | $70,126-52.3% |
| Participation rate | 46.3% | 70.8%-24.5pp | 83.6%-37.3pp | 69.5%-23.2pp |
| Annual return | 15.57% | 23.06%-7.5pp | 205.94%-190.4pp | 73.15%-57.6pp |
| Employer contribution / active EE | $602 | $3,387-82.2% | $5,432-88.9% | $2,343-74.3% |
| Participant deferral / active EE | $1,171 | $3,086-62.0% | $4,939-76.3% | $3,332-64.8% |
| Admin fee / account holder | $749 | $5,698-86.9% | $13,881-94.6% | $4,645-83.9% |