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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 | $29,573 | $84,236-64.9% | $170,435-82.6% | $70,126-57.8% |
| Participation rate | 51.5% | 70.8%-19.3pp | 83.6%-32.1pp | 69.5%-18.0pp |
| Annual return | 12.52% | 23.06%-10.5pp | 205.94%-193.4pp | 73.15%-60.6pp |
| Employer contribution / active EE | $592 | $3,387-82.5% | $5,432-89.1% | $2,343-74.7% |
| Participant deferral / active EE | $982 | $3,086-68.2% | $4,939-80.1% | $3,332-70.5% |
| Admin fee / account holder | $648 | $5,698-88.6% | $13,881-95.3% | $4,645-86.1% |