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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 | $23,162 | $53,128-56.4% | $86,582-73.2% | $70,126-67.0% |
| Participation rate | 43.9% | 65.3%-21.4pp | 73.5%-29.6pp | 69.5%-25.6pp |
| Annual return | 14.11% | 27.66%-13.6pp | 965.08%-951.0pp | 73.15%-59.0pp |
| Employer contribution / active EE | $260 | $2,068-87.4% | $2,839-90.8% | $2,343-88.9% |
| Participant deferral / active EE | $1,167 | $2,695-56.7% | $3,609-67.7% | $3,332-65.0% |
| Admin fee / account holder | $1,519 | $3,584-57.6% | $4,904-69.0% | $4,645-67.3% |