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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 | $24,615 | $64,324-61.7% | $118,914-79.3% | $79,856-69.2% |
| Participation rate | 50.6% | 64.9%-14.3pp | 75.4%-24.8pp | 69.6%-19.1pp |
| Annual return | 24.04% | 86.45%-62.4pp | 35.89%-11.9pp | 31.71%-7.7pp |
| Employer contribution / active EE | $859 | $1,836-53.2% | $3,264-73.7% | $2,471-65.2% |
| Participant deferral / active EE | $1,685 | $2,824-40.3% | $4,266-60.5% | $3,741-54.9% |
| Admin fee / account holder | $513 | $4,040-87.3% | $6,582-92.2% | $5,306-90.3% |