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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 | $33,436 | $83,485-59.9% | $125,192-73.3% | $72,975-54.2% |
| Participation rate | 61.1% | 73.3%-12.2pp | 79.8%-18.7pp | 69.5%-8.4pp |
| Annual return | 19.37% | 25.77%-6.4pp | 43.79%-24.4pp | 81.01%-61.6pp |
| Employer contribution / active EE | $564 | $2,346-76.0% | $3,866-85.4% | $2,440-76.9% |
| Participant deferral / active EE | $3,031 | $3,586-15.5% | $4,937-38.6% | $3,608-16.0% |
| Admin fee / account holder | $764 | $5,518-86.1% | $9,704-92.1% | $5,124-85.1% |