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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 | $17,930 | $84,236-78.7% | $170,435-89.5% | $70,126-74.4% |
| Participation rate | 65.5% | 70.8%-5.4pp | 83.6%-18.1pp | 69.5%-4.1pp |
| Annual return | 21.66% | 23.06%-1.4pp | 205.94%-184.3pp | 73.15%-51.5pp |
| Employer contribution / active EE | $903 | $3,387-73.3% | $5,432-83.4% | $2,343-61.4% |
| Participant deferral / active EE | $2,558 | $3,086-17.1% | $4,939-48.2% | $3,332-23.2% |
| Admin fee / account holder | $1,799 | $5,698-68.4% | $13,881-87.0% | $4,645-61.3% |