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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 | $19,992 | $46,732-57.2% | $156,551-87.2% | $55,167-63.8% |
| Participation rate | 63.3% | 65.8%-2.5pp | 84.0%-20.7pp | 69.0%-5.7pp |
| Annual return | 12.20% | 17.72%-5.5pp | 32.23%-20.0pp | 169.23%-157.0pp |
| Employer contribution / active EE | $452 | $2,105-78.5% | $5,501-91.8% | $1,963-77.0% |
| Participant deferral / active EE | $3,205 | $2,204+45.4% | $4,871-34.2% | $3,054+4.9% |
| Admin fee / account holder | $666 | $418+59.1% | $13,028-94.9% | $504+32.1% |