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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 | $34,768 | $157,829-78.0% | $136,867-74.6% | $198,609-82.5% |
| Participation rate | 56.3% | 77.2%-20.9pp | 74.5%-18.3pp | 82.4%-26.1pp |
| Annual return | 13.36% | 51.25%-37.9pp | 42.97%-29.6pp | 202.70%-189.3pp |
| Employer contribution / active EE | $894 | $3,923-77.2% | $3,547-74.8% | $5,055-82.3% |
| Participant deferral / active EE | $1,814 | $5,463-66.8% | $4,924-63.1% | $6,977-74.0% |
| Admin fee / account holder | $6,880 | $11,107-38.1% | $10,340-33.5% | $19,030-63.8% |