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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 | $25,309 | $84,236-70.0% | $170,435-85.2% | $70,126-63.9% |
| Participation rate | 52.1% | 70.8%-18.7pp | 83.6%-31.5pp | 69.5%-17.5pp |
| Annual return | 15.96% | 23.06%-7.1pp | 205.94%-190.0pp | 73.15%-57.2pp |
| Employer contribution / active EE | $952 | $3,387-71.9% | $5,432-82.5% | $2,343-59.3% |
| Participant deferral / active EE | $1,508 | $3,086-51.1% | $4,939-69.5% | $3,332-54.7% |
| Admin fee / account holder | $2,273 | $5,698-60.1% | $13,881-83.6% | $4,645-51.1% |