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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 | $19,815 | $64,920-69.5% | $103,693-80.9% | $86,983-77.2% |
| Participation rate | 55.4% | 63.6%-8.2pp | 72.6%-17.3pp | 69.5%-14.2pp |
| Annual return | 17.10% | 30.29%-13.2pp | 47.61%-30.5pp | 25.83%-8.7pp |
| Employer contribution / active EE | $81 | $2,141-96.2% | $2,920-97.2% | $2,584-96.9% |
| Participant deferral / active EE | $1,880 | $3,241-42.0% | $4,579-58.9% | $4,194-55.2% |
| Admin fee / account holder | $4,624 | $6,191-25.3% | $7,858-41.2% | $7,856-41.1% |