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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 | $39,988 | $78,707-49.2% | $117,861-66.1% | $70,126-43.0% |
| Participation rate | 59.6% | 73.2%-13.6pp | 79.7%-20.1pp | 69.5%-10.0pp |
| Annual return | 14.63% | 23.30%-8.7pp | 335.11%-320.5pp | 73.15%-58.5pp |
| Employer contribution / active EE | $650 | $2,223-70.7% | $3,786-82.8% | $2,343-72.2% |
| Participant deferral / active EE | $2,632 | $3,297-20.2% | $4,482-41.3% | $3,332-21.0% |
| Admin fee / account holder | $580 | $5,066-88.5% | $8,021-92.8% | $4,645-87.5% |