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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 | $28,127 | $63,861-56.0% | $104,625-73.1% | $79,852-64.8% |
| Participation rate | 46.7% | 64.9%-18.3pp | 74.1%-27.4pp | 69.6%-23.0pp |
| Annual return | 16.03% | 21.30%-5.3pp | 340.60%-324.6pp | 31.72%-15.7pp |
| Employer contribution / active EE | $757 | $1,588-52.4% | $2,681-71.8% | $2,471-69.4% |
| Participant deferral / active EE | $1,146 | $2,693-57.5% | $3,738-69.3% | $3,740-69.4% |
| Admin fee / account holder | $7,970 | $4,185+90.4% | $6,465+23.3% | $5,306+50.2% |