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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 | $19,560 | $47,553-58.9% | $136,867-85.7% | $69,733-71.9% |
| Participation rate | 54.1% | 61.4%-7.3pp | 74.5%-20.5pp | 62.5%-8.4pp |
| Annual return | 13.08% | -91.50%+104.6pp | 42.97%-29.9pp | 15.22%-2.1pp |
| Employer contribution / active EE | $494 | $2,087-76.3% | $3,547-86.1% | $2,250-78.1% |
| Participant deferral / active EE | $1,399 | $2,300-39.2% | $4,924-71.6% | $3,054-54.2% |
| Admin fee / account holder | $2,196 | $3,496-37.2% | $10,340-78.8% | $3,102-29.2% |