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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 | $31,853 | $91,179-65.1% | $178,499-82.2% | $79,852-60.1% |
| Participation rate | 32.7% | 69.2%-36.5pp | 81.9%-49.2pp | 69.6%-36.9pp |
| Annual return | 22.02% | 24.19%-2.2pp | 151.10%-129.1pp | 31.72%-9.7pp |
| Employer contribution / active EE | $628 | $3,256-80.7% | $5,011-87.5% | $2,471-74.6% |
| Participant deferral / active EE | $2,392 | $3,236-26.1% | $5,202-54.0% | $3,740-36.1% |
| Admin fee / account holder | $1,285 | $6,749-81.0% | $13,986-90.8% | $5,306-75.8% |