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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 | $24,107 | $75,183-67.9% | $123,894-80.5% | $55,167-56.3% |
| Participation rate | 65.3% | 72.8%-7.5pp | 81.4%-16.1pp | 69.0%-3.6pp |
| Annual return | 7.36% | 19.01%-11.7pp | 47.52%-40.2pp | 169.23%-161.9pp |
| Employer contribution / active EE | $873 | $2,823-69.1% | $4,617-81.1% | $1,963-55.5% |
| Participant deferral / active EE | $3,084 | $5,084-39.4% | $5,984-48.5% | $3,054+1.0% |
| Admin fee / account holder | $4,325 | $663+552.8% | $8,357-48.2% | $504+758.4% |