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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 | $78,690-73.4% | $161,489-87.0% | $87,485-76.0% |
| Participation rate | 57.7% | 67.5%-9.8pp | 78.7%-21.0pp | 68.9%-11.2pp |
| Annual return | 15.34% | 32.74%-17.4pp | 89.72%-74.4pp | 26.06%-10.7pp |
| Employer contribution / active EE | $535 | $2,588-79.3% | $4,268-87.5% | $2,596-79.4% |
| Participant deferral / active EE | $1,402 | $3,311-57.7% | $5,630-75.1% | $4,274-67.2% |
| Admin fee / account holder | $1,784 | $6,724-73.5% | $16,006-88.9% | $7,775-77.1% |