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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 | $26,714 | $65,191-59.0% | $90,312-70.4% | $65,191-59.0% |
| Participation rate | 13.3% | 63.0%-49.7pp | 72.9%-59.6pp | 63.0%-49.7pp |
| Annual return | 14.51% | 51.24%-36.7pp | 18.90%-4.4pp | 51.24%-36.7pp |
| Employer contribution / active EE | $388 | $2,400-83.8% | $2,243-82.7% | $2,400-83.8% |
| Participant deferral / active EE | $841 | $2,671-68.5% | $3,749-77.6% | $2,671-68.5% |
| Admin fee / account holder | $11,625 | $907+1181.8% | $8,248+40.9% | $907+1181.8% |