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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 | $34,778 | $76,407-54.5% | $150,298-76.9% | $82,448-57.8% |
| Participation rate | 56.3% | 66.4%-10.1pp | 77.8%-21.5pp | 68.1%-11.8pp |
| Annual return | 15.02% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $324 | $2,614-87.6% | $4,154-92.2% | $2,551-87.3% |
| Participant deferral / active EE | $1,090 | $3,214-66.1% | $5,453-80.0% | $4,139-73.7% |
| Admin fee / account holder | $4,249 | $6,352-33.1% | $14,116-69.9% | $7,234-41.3% |