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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 | $23,655 | $77,638-69.5% | $156,551-84.9% | $62,881-62.4% |
| Participation rate | 57.5% | 71.2%-13.7pp | 84.0%-26.5pp | 69.3%-11.8pp |
| Annual return | 12.00% | 50.33%-38.3pp | 32.23%-20.2pp | 20.14%-8.1pp |
| Employer contribution / active EE | $692 | $3,444-79.9% | $5,501-87.4% | $2,281-69.7% |
| Participant deferral / active EE | $1,450 | $3,046-52.4% | $4,871-70.2% | $3,203-54.7% |
| Admin fee / account holder | $2,659 | $5,561-52.2% | $13,028-79.6% | $4,296-38.1% |