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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 | $12,381 | $78,690-84.3% | $161,489-92.3% | $87,485-85.8% |
| Participation rate | 50.0% | 67.5%-17.5pp | 78.7%-28.7pp | 68.9%-18.9pp |
| Annual return | 22.69% | 32.74%-10.1pp | 89.72%-67.0pp | 26.06%-3.4pp |
| Employer contribution / active EE | $842 | $2,588-67.5% | $4,268-80.3% | $2,596-67.6% |
| Participant deferral / active EE | $1,093 | $3,311-67.0% | $5,630-80.6% | $4,274-74.4% |
| Admin fee / account holder | $1,326 | $6,724-80.3% | $16,006-91.7% | $7,775-82.9% |