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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 | $23,761 | $84,236-71.8% | $170,435-86.1% | $70,126-66.1% |
| Participation rate | 43.2% | 70.8%-27.6pp | 83.6%-40.4pp | 69.5%-26.4pp |
| Annual return | 17.49% | 23.06%-5.6pp | 205.94%-188.5pp | 73.15%-55.7pp |
| Employer contribution / active EE | $659 | $3,387-80.5% | $5,432-87.9% | $2,343-71.8% |
| Participant deferral / active EE | $1,659 | $3,086-46.2% | $4,939-66.4% | $3,332-50.2% |
| Admin fee / account holder | $4,931 | $5,698-13.5% | $13,881-64.5% | $4,645+6.2% |