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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 | $26,238 | $77,638-66.2% | $156,551-83.2% | $62,881-58.3% |
| Participation rate | 52.9% | 71.2%-18.3pp | 84.0%-31.1pp | 69.3%-16.4pp |
| Annual return | 5.88% | 50.33%-44.4pp | 32.23%-26.3pp | 20.14%-14.3pp |
| Employer contribution / active EE | $954 | $3,444-72.3% | $5,501-82.7% | $2,281-58.2% |
| Participant deferral / active EE | $1,289 | $3,046-57.7% | $4,871-73.5% | $3,203-59.7% |
| Admin fee / account holder | $1,716 | $5,561-69.1% | $13,028-86.8% | $4,296-60.0% |