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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 | $17,739 | $77,638-77.2% | $156,551-88.7% | $62,881-71.8% |
| Participation rate | 52.1% | 71.2%-19.1pp | 84.0%-31.9pp | 69.3%-17.2pp |
| Annual return | 7.93% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $691 | $3,444-79.9% | $5,501-87.4% | $2,281-69.7% |
| Participant deferral / active EE | $1,338 | $3,046-56.1% | $4,871-72.5% | $3,203-58.2% |
| Admin fee / account holder | $740 | $5,561-86.7% | $13,028-94.3% | $4,296-82.8% |