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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 | $57,208 | $84,236-32.1% | $170,435-66.4% | $70,126-18.4% |
| Participation rate | 34.5% | 70.8%-36.3pp | 83.6%-49.1pp | 69.5%-35.1pp |
| Annual return | 16.27% | 23.06%-6.8pp | 205.94%-189.7pp | 73.15%-56.9pp |
| Employer contribution / active EE | $799 | $3,387-76.4% | $5,432-85.3% | $2,343-65.9% |
| Participant deferral / active EE | $1,001 | $3,086-67.6% | $4,939-79.7% | $3,332-70.0% |
| Admin fee / account holder | $1,756 | $5,698-69.2% | $13,881-87.3% | $4,645-62.2% |