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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 | $93,345-66.5% | $119,126-73.8% | $87,485-64.3% |
| Participation rate | 31.8% | 68.7%-36.9pp | 75.8%-43.9pp | 68.9%-37.1pp |
| Annual return | 12.98% | 19.08%-6.1pp | 282.11%-269.1pp | 26.06%-13.1pp |
| Employer contribution / active EE | $910 | $3,172-71.3% | $4,034-77.4% | $2,596-65.0% |
| Participant deferral / active EE | $1,949 | $4,099-52.4% | $5,318-63.3% | $4,274-54.4% |
| Admin fee / account holder | $7,667 | $8,039-4.6% | $10,693-28.3% | $7,775-1.4% |