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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 | $37,605 | $89,259-57.9% | $107,187-64.9% | $82,637-54.5% |
| Participation rate | 44.7% | 67.9%-23.2pp | 75.0%-30.3pp | 68.1%-23.3pp |
| Annual return | 15.34% | 21.02%-5.7pp | 204.55%-189.2pp | 53.51%-38.2pp |
| Employer contribution / active EE | $972 | $3,080-68.4% | $3,782-74.3% | $2,552-61.9% |
| Participant deferral / active EE | $2,233 | $4,037-44.7% | $5,096-56.2% | $4,126-45.9% |
| Admin fee / account holder | $1,927 | $7,381-73.9% | $9,162-79.0% | $7,339-73.7% |