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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 | $35,596 | $84,236-57.7% | $170,435-79.1% | $70,126-49.2% |
| Participation rate | 51.2% | 70.8%-19.6pp | 83.6%-32.4pp | 69.5%-18.3pp |
| Annual return | 17.49% | 23.06%-5.6pp | 205.94%-188.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $676 | $3,387-80.0% | $5,432-87.6% | $2,343-71.1% |
| Participant deferral / active EE | $1,869 | $3,086-39.4% | $4,939-62.2% | $3,332-43.9% |
| Admin fee / account holder | $1,712 | $5,698-70.0% | $13,881-87.7% | $4,645-63.2% |