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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 | $36,198 | $91,167-60.3% | $178,498-79.7% | $79,858-54.7% |
| Participation rate | 44.9% | 69.2%-24.3pp | 81.9%-37.0pp | 69.6%-24.7pp |
| Annual return | 21.87% | 24.19%-2.3pp | 151.09%-129.2pp | 31.72%-9.9pp |
| Employer contribution / active EE | $610 | $3,255-81.3% | $5,011-87.8% | $2,471-75.3% |
| Participant deferral / active EE | $889 | $3,236-72.5% | $5,202-82.9% | $3,740-76.2% |
| Admin fee / account holder | $961 | $6,747-85.8% | $13,985-93.1% | $5,306-81.9% |