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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 | $19,998 | $84,236-76.3% | $170,435-88.3% | $70,126-71.5% |
| Participation rate | 57.0% | 70.8%-13.8pp | 83.6%-26.6pp | 69.5%-12.6pp |
| Annual return | 18.91% | 23.06%-4.2pp | 205.94%-187.0pp | 73.15%-54.2pp |
| Employer contribution / active EE | $929 | $3,387-72.6% | $5,432-82.9% | $2,343-60.4% |
| Participant deferral / active EE | $1,578 | $3,086-48.9% | $4,939-68.1% | $3,332-52.6% |
| Admin fee / account holder | $799 | $5,698-86.0% | $13,881-94.2% | $4,645-82.8% |