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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 | $31,254 | $88,672-64.8% | $105,223-70.3% | $82,448-62.1% |
| Participation rate | 31.8% | 67.9%-36.1pp | 75.0%-43.2pp | 68.1%-36.2pp |
| Annual return | 12.98% | 30.86%-17.9pp | 180.65%-167.7pp | 41.64%-28.7pp |
| Employer contribution / active EE | $910 | $3,048-70.2% | $3,689-75.3% | $2,551-64.3% |
| Participant deferral / active EE | $1,949 | $4,036-51.7% | $5,072-61.6% | $4,139-52.9% |
| Admin fee / account holder | $7,667 | $7,146+7.3% | $8,859-13.5% | $7,234+6.0% |