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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 | $20,705 | $77,638-73.3% | $156,551-86.8% | $62,881-67.1% |
| Participation rate | 50.7% | 71.2%-20.5pp | 84.0%-33.3pp | 69.3%-18.6pp |
| Annual return | 6.81% | 50.33%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $515 | $3,444-85.0% | $5,501-90.6% | $2,281-77.4% |
| Participant deferral / active EE | $825 | $3,046-72.9% | $4,871-83.1% | $3,203-74.2% |
| Admin fee / account holder | $9,721 | $5,561+74.8% | $13,028-25.4% | $4,296+126.3% |