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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 | $27,098 | $84,236-67.8% | $170,435-84.1% | $70,126-61.4% |
| Participation rate | 59.0% | 70.8%-11.9pp | 83.6%-24.6pp | 69.5%-10.6pp |
| Annual return | 17.21% | 23.06%-5.8pp | 205.94%-188.7pp | 73.15%-55.9pp |
| Employer contribution / active EE | $605 | $3,387-82.1% | $5,432-88.9% | $2,343-74.2% |
| Participant deferral / active EE | $2,543 | $3,086-17.6% | $4,939-48.5% | $3,332-23.7% |
| Admin fee / account holder | $3,427 | $5,698-39.9% | $13,881-75.3% | $4,645-26.2% |