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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 | $10,666 | $81,276-86.9% | $155,574-93.1% | $80,925-86.8% |
| Participation rate | 48.3% | 66.2%-18.0pp | 78.2%-29.9pp | 67.7%-19.4pp |
| Annual return | 16.00% | 33.36%-17.4pp | 64.87%-48.9pp | 35.65%-19.6pp |
| Employer contribution / active EE | $512 | $3,103-83.5% | $4,676-89.0% | $2,756-81.4% |
| Participant deferral / active EE | $2,610 | $3,453-24.4% | $5,629-53.6% | $4,299-39.3% |
| Admin fee / account holder | $605 | $7,993-92.4% | $15,914-96.2% | $6,940-91.3% |