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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 | $24,286 | $84,236-71.2% | $170,435-85.8% | $70,126-65.4% |
| Participation rate | 48.9% | 70.8%-21.9pp | 83.6%-34.7pp | 69.5%-20.7pp |
| Annual return | 16.63% | 23.06%-6.4pp | 205.94%-189.3pp | 73.15%-56.5pp |
| Employer contribution / active EE | $653 | $3,387-80.7% | $5,432-88.0% | $2,343-72.1% |
| Participant deferral / active EE | $1,918 | $3,086-37.8% | $4,939-61.2% | $3,332-42.4% |
| Admin fee / account holder | $1,806 | $5,698-68.3% | $13,881-87.0% | $4,645-61.1% |