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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 | $35,628 | $91,179-60.9% | $178,499-80.0% | $79,852-55.4% |
| Participation rate | 51.2% | 69.2%-18.0pp | 81.9%-30.7pp | 69.6%-18.4pp |
| Annual return | 17.62% | 24.19%-6.6pp | 151.10%-133.5pp | 31.72%-14.1pp |
| Employer contribution / active EE | $916 | $3,256-71.9% | $5,011-81.7% | $2,471-62.9% |
| Participant deferral / active EE | $2,242 | $3,236-30.7% | $5,202-56.9% | $3,740-40.1% |
| Admin fee / account holder | $1,250 | $6,749-81.5% | $13,986-91.1% | $5,306-76.4% |