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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 | $57,145 | $98,240-41.8% | $82,312-30.6% | $147,586-61.3% |
| Participation rate | 58.8% | 79.7%-20.9pp | 76.9%-18.1pp | 82.8%-24.0pp |
| Annual return | 20.36% | 30.85%-10.5pp | 25.88%-5.5pp | 578.59%-558.2pp |
| Employer contribution / active EE | $588 | $3,192-81.6% | $2,428-75.8% | $4,876-87.9% |
| Participant deferral / active EE | $1,506 | $4,383-65.7% | $3,706-59.4% | $5,439-72.3% |
| Admin fee / account holder | $507 | $8,563-94.1% | $5,608-91.0% | $10,886-95.3% |