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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 | $20,410 | $78,690-74.1% | $161,489-87.4% | $87,485-76.7% |
| Participation rate | 56.3% | 67.5%-11.2pp | 78.7%-22.4pp | 68.9%-12.7pp |
| Annual return | 16.10% | 32.74%-16.6pp | 89.72%-73.6pp | 26.06%-10.0pp |
| Employer contribution / active EE | $807 | $2,588-68.8% | $4,268-81.1% | $2,596-68.9% |
| Participant deferral / active EE | $2,138 | $3,311-35.4% | $5,630-62.0% | $4,274-50.0% |
| Admin fee / account holder | $804 | $6,724-88.0% | $16,006-95.0% | $7,775-89.7% |