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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 | $23,549 | $58,828-60.0% | $78,002-69.8% | $62,881-62.5% |
| Participation rate | 47.9% | 71.1%-23.2pp | 75.5%-27.6pp | 69.3%-21.4pp |
| Annual return | 7.25% | 17.16%-9.9pp | 425.99%-418.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $955 | $1,672-42.9% | $2,470-61.3% | $2,281-58.1% |
| Participant deferral / active EE | $1,288 | $2,686-52.0% | $3,497-63.2% | $3,203-59.8% |
| Admin fee / account holder | $3,930 | $4,393-10.5% | $5,481-28.3% | $4,296-8.5% |