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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 | $38,847 | $38,969-0.3% | $109,313-64.5% | $55,167-29.6% |
| Participation rate | 34.9% | 58.2%-23.4pp | 71.3%-36.4pp | 69.0%-34.1pp |
| Annual return | 7.11% | 8.26%-1.2pp | 22.07%-15.0pp | 169.23%-162.1pp |
| Employer contribution / active EE | $351 | $1,227-71.3% | $3,892-91.0% | $1,963-82.1% |
| Participant deferral / active EE | $891 | $2,176-59.1% | $3,166-71.9% | $3,054-70.8% |
| Admin fee / account holder | $2,327 | $501+364.4% | $5,666-58.9% | $504+361.7% |