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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 | $19,043 | $77,638-75.5% | $156,551-87.8% | $62,881-69.7% |
| Participation rate | 51.2% | 71.2%-20.0pp | 84.0%-32.8pp | 69.3%-18.1pp |
| Annual return | 6.77% | 50.33%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $738 | $3,444-78.6% | $5,501-86.6% | $2,281-67.6% |
| Participant deferral / active EE | $1,493 | $3,046-51.0% | $4,871-69.3% | $3,203-53.4% |
| Admin fee / account holder | $990 | $5,561-82.2% | $13,028-92.4% | $4,296-77.0% |