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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 | $15,348 | $77,638-80.2% | $156,551-90.2% | $62,881-75.6% |
| Participation rate | 55.1% | 71.2%-16.1pp | 84.0%-28.9pp | 69.3%-14.2pp |
| Annual return | 9.55% | 50.33%-40.8pp | 32.23%-22.7pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,290 | $3,444-62.6% | $5,501-76.6% | $2,281-43.5% |
| Participant deferral / active EE | $2,756 | $3,046-9.5% | $4,871-43.4% | $3,203-13.9% |
| Admin fee / account holder | $528 | $5,561-90.5% | $13,028-96.0% | $4,296-87.7% |