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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 | $19,472 | $81,331-76.1% | $155,534-87.5% | $80,935-75.9% |
| Participation rate | 58.6% | 66.3%-7.6pp | 78.2%-19.6pp | 67.7%-9.0pp |
| Annual return | 13.52% | 33.37%-19.8pp | 64.92%-51.4pp | 35.66%-22.1pp |
| Employer contribution / active EE | $778 | $3,105-75.0% | $4,675-83.4% | $2,757-71.8% |
| Participant deferral / active EE | $1,811 | $3,454-47.6% | $5,630-67.8% | $4,299-57.9% |
| Admin fee / account holder | $616 | $7,999-92.3% | $15,900-96.1% | $6,924-91.1% |