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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 | $26,412 | $91,198-71.0% | $178,503-85.2% | $79,856-66.9% |
| Participation rate | 67.5% | 69.2%-1.7pp | 81.9%-14.4pp | 69.6%-2.1pp |
| Annual return | 12.56% | 24.20%-11.6pp | 151.12%-138.6pp | 31.71%-19.2pp |
| Employer contribution / active EE | $656 | $3,257-79.9% | $5,011-86.9% | $2,471-73.5% |
| Participant deferral / active EE | $1,982 | $3,237-38.8% | $5,202-61.9% | $3,741-47.0% |
| Admin fee / account holder | $6,255 | $6,748-7.3% | $13,987-55.3% | $5,306+17.9% |