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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 | $22,053 | $77,638-71.6% | $156,551-85.9% | $62,881-64.9% |
| Participation rate | 52.8% | 71.2%-18.4pp | 84.0%-31.2pp | 69.3%-16.5pp |
| Annual return | 8.71% | 50.33%-41.6pp | 32.23%-23.5pp | 20.14%-11.4pp |
| Employer contribution / active EE | $378 | $3,444-89.0% | $5,501-93.1% | $2,281-83.4% |
| Participant deferral / active EE | $1,610 | $3,046-47.1% | $4,871-67.0% | $3,203-49.7% |
| Admin fee / account holder | $323 | $5,561-94.2% | $13,028-97.5% | $4,296-92.5% |