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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 | $20,967 | $76,407-72.6% | $150,298-86.0% | $82,448-74.6% |
| Participation rate | 57.7% | 66.4%-8.7pp | 77.8%-20.1pp | 68.1%-10.4pp |
| Annual return | 15.34% | 39.99%-24.7pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $535 | $2,614-79.6% | $4,154-87.1% | $2,551-79.0% |
| Participant deferral / active EE | $1,402 | $3,214-56.4% | $5,453-74.3% | $4,139-66.1% |
| Admin fee / account holder | $1,784 | $6,352-71.9% | $14,116-87.4% | $7,234-75.3% |