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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 | $32,341 | $84,236-61.6% | $170,439-81.0% | $70,124-53.9% |
| Participation rate | 62.6% | 70.8%-8.2pp | 83.6%-21.0pp | 69.5%-6.9pp |
| Annual return | 13.50% | 23.06%-9.6pp | 205.94%-192.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $784 | $3,387-76.9% | $5,433-85.6% | $2,342-66.6% |
| Participant deferral / active EE | $1,186 | $3,086-61.6% | $4,939-76.0% | $3,332-64.4% |
| Admin fee / account holder | $6,309 | $5,698+10.7% | $13,881-54.5% | $4,645+35.8% |