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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 | $35,761 | $84,236-57.5% | $170,435-79.0% | $70,126-49.0% |
| Participation rate | 44.0% | 70.8%-26.8pp | 83.6%-39.6pp | 69.5%-25.5pp |
| Annual return | 14.96% | 23.06%-8.1pp | 205.94%-191.0pp | 73.15%-58.2pp |
| Employer contribution / active EE | $441 | $3,387-87.0% | $5,432-91.9% | $2,343-81.2% |
| Participant deferral / active EE | $1,131 | $3,086-63.4% | $4,939-77.1% | $3,332-66.1% |
| Admin fee / account holder | $1,202 | $5,698-78.9% | $13,881-91.3% | $4,645-74.1% |