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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 | $25,296 | $77,638-67.4% | $156,551-83.8% | $62,881-59.8% |
| Participation rate | 50.0% | 71.2%-21.2pp | 84.0%-34.0pp | 69.3%-19.3pp |
| Annual return | 9.96% | 50.33%-40.4pp | 32.23%-22.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $649 | $3,444-81.1% | $5,501-88.2% | $2,281-71.5% |
| Participant deferral / active EE | $1,190 | $3,046-60.9% | $4,871-75.6% | $3,203-62.8% |
| Admin fee / account holder | $347 | $5,561-93.8% | $13,028-97.3% | $4,296-91.9% |