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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 | $25,753 | $84,236-69.4% | $170,435-84.9% | $70,126-63.3% |
| Participation rate | 47.2% | 70.8%-23.7pp | 83.6%-36.4pp | 69.5%-22.4pp |
| Annual return | 13.29% | 23.06%-9.8pp | 205.94%-192.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $773 | $3,387-77.2% | $5,432-85.8% | $2,343-67.0% |
| Participant deferral / active EE | $1,492 | $3,086-51.7% | $4,939-69.8% | $3,332-55.2% |
| Admin fee / account holder | $736 | $5,698-87.1% | $13,881-94.7% | $4,645-84.2% |