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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 | $24,188 | $91,179-73.5% | $178,499-86.4% | $79,852-69.7% |
| Participation rate | 43.1% | 69.2%-26.1pp | 81.9%-38.8pp | 69.6%-26.5pp |
| Annual return | 16.14% | 24.19%-8.1pp | 151.10%-135.0pp | 31.72%-15.6pp |
| Employer contribution / active EE | $658 | $3,256-79.8% | $5,011-86.9% | $2,471-73.4% |
| Participant deferral / active EE | $1,539 | $3,236-52.4% | $5,202-70.4% | $3,740-58.9% |
| Admin fee / account holder | $2,336 | $6,749-65.4% | $13,986-83.3% | $5,306-56.0% |