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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 | $25,335 | $105,248-75.9% | $147,318-82.8% | $71,012-64.3% |
| Participation rate | 19.0% | 66.1%-47.1pp | 82.1%-63.1pp | 58.6%-39.6pp |
| Annual return | 21.61% | 26.02%-4.4pp | 70.43%-48.8pp | 37.67%-16.1pp |
| Employer contribution / active EE | $568 | $3,785-85.0% | $4,593-87.6% | $2,348-75.8% |
| Participant deferral / active EE | $1,118 | $6,452-82.7% | $7,906-85.9% | $3,246-65.6% |
| Admin fee / account holder | $2,417 | $862+180.2% | $13,708-82.4% | $1,167+107.1% |