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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 | $35,354 | $84,236-58.0% | $170,435-79.3% | $70,126-49.6% |
| Participation rate | 48.8% | 70.8%-22.1pp | 83.6%-34.8pp | 69.5%-20.8pp |
| Annual return | 13.87% | 23.06%-9.2pp | 205.94%-192.1pp | 73.15%-59.3pp |
| Employer contribution / active EE | $551 | $3,387-83.7% | $5,432-89.8% | $2,343-76.5% |
| Participant deferral / active EE | $1,626 | $3,086-47.3% | $4,939-67.1% | $3,332-51.2% |
| Admin fee / account holder | $627 | $5,698-89.0% | $13,881-95.5% | $4,645-86.5% |