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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 | $21,709 | $77,638-72.0% | $156,551-86.1% | $62,881-65.5% |
| Participation rate | 39.0% | 71.2%-32.2pp | 84.0%-45.0pp | 69.3%-30.3pp |
| Annual return | 7.14% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $471 | $3,444-86.3% | $5,501-91.4% | $2,281-79.3% |
| Participant deferral / active EE | $1,053 | $3,046-65.4% | $4,871-78.4% | $3,203-67.1% |
| Admin fee / account holder | $706 | $5,561-87.3% | $13,028-94.6% | $4,296-83.6% |