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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 | $12,499 | $60,442-79.3% | $96,754-87.1% | $87,485-85.7% |
| Participation rate | 52.2% | 58.7%-6.5pp | 70.3%-18.0pp | 68.9%-16.7pp |
| Annual return | 20.67% | 21.97%-1.3pp | 82.04%-61.4pp | 26.06%-5.4pp |
| Employer contribution / active EE | $946 | $1,691-44.0% | $2,679-64.7% | $2,596-63.6% |
| Participant deferral / active EE | $2,712 | $3,280-17.3% | $4,758-43.0% | $4,274-36.5% |
| Admin fee / account holder | $3,396 | $5,069-33.0% | $8,905-61.9% | $7,775-56.3% |