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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 | $21,187 | $77,638-72.7% | $156,551-86.5% | $62,881-66.3% |
| Participation rate | 49.3% | 71.2%-21.9pp | 84.0%-34.7pp | 69.3%-20.0pp |
| Annual return | 6.91% | 50.33%-43.4pp | 32.23%-25.3pp | 20.14%-13.2pp |
| Employer contribution / active EE | $712 | $3,444-79.3% | $5,501-87.1% | $2,281-68.8% |
| Participant deferral / active EE | $2,262 | $3,046-25.7% | $4,871-53.6% | $3,203-29.4% |
| Admin fee / account holder | $699 | $5,561-87.4% | $13,028-94.6% | $4,296-83.7% |