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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 | $51,257 | $84,236-39.2% | $170,435-69.9% | $70,126-26.9% |
| Participation rate | 29.5% | 70.8%-41.3pp | 83.6%-54.1pp | 69.5%-40.0pp |
| Annual return | 16.74% | 23.06%-6.3pp | 205.94%-189.2pp | 73.15%-56.4pp |
| Employer contribution / active EE | $648 | $3,387-80.9% | $5,432-88.1% | $2,343-72.3% |
| Participant deferral / active EE | $920 | $3,086-70.2% | $4,939-81.4% | $3,332-72.4% |
| Admin fee / account holder | $305 | $5,698-94.7% | $13,881-97.8% | $4,645-93.4% |