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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 | $33,135 | $78,707-57.9% | $117,861-71.9% | $70,126-52.7% |
| Participation rate | 56.6% | 73.2%-16.6pp | 79.7%-23.1pp | 69.5%-12.9pp |
| Annual return | 17.76% | 23.30%-5.5pp | 335.11%-317.3pp | 73.15%-55.4pp |
| Employer contribution / active EE | $641 | $2,223-71.2% | $3,786-83.1% | $2,343-72.6% |
| Participant deferral / active EE | $1,731 | $3,297-47.5% | $4,482-61.4% | $3,332-48.0% |
| Admin fee / account holder | $310 | $5,066-93.9% | $8,021-96.1% | $4,645-93.3% |