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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 | $36,027 | $65,027-44.6% | $90,970-60.4% | $79,852-54.9% |
| Participation rate | 51.6% | 61.6%-10.0pp | 69.0%-17.4pp | 69.6%-18.0pp |
| Annual return | 13.52% | 30.45%-16.9pp | 134.58%-121.1pp | 31.72%-18.2pp |
| Employer contribution / active EE | $658 | $1,247-47.2% | $2,122-69.0% | $2,471-73.4% |
| Participant deferral / active EE | $2,461 | $2,512-2.0% | $3,373-27.0% | $3,740-34.2% |
| Admin fee / account holder | $376 | $4,535-91.7% | $5,960-93.7% | $5,306-92.9% |