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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 | $27,256 | $77,908-65.0% | $149,696-81.8% | $75,173-63.7% |
| Participation rate | 44.7% | 65.6%-20.9pp | 78.8%-34.1pp | 67.2%-22.5pp |
| Annual return | 23.63% | 31.73%-8.1pp | 134.46%-110.8pp | 160.72%-137.1pp |
| Employer contribution / active EE | $858 | $3,138-72.6% | $4,821-82.2% | $2,671-67.9% |
| Participant deferral / active EE | $1,718 | $3,411-49.6% | $5,682-69.8% | $4,126-58.4% |
| Admin fee / account holder | $1,143 | $5,950-80.8% | $13,212-91.4% | $5,651-79.8% |