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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 | $27,849 | $100,147-72.2% | $81,286-65.7% | $145,877-80.9% |
| Participation rate | 52.6% | 74.2%-21.6pp | 69.5%-16.9pp | 80.3%-27.7pp |
| Annual return | 11.99% | 34.44%-22.4pp | 24.80%-12.8pp | 551.28%-539.3pp |
| Employer contribution / active EE | $973 | $2,977-67.3% | $2,463-60.5% | $4,663-79.1% |
| Participant deferral / active EE | $1,316 | $4,607-71.4% | $3,883-66.1% | $6,691-80.3% |
| Admin fee / account holder | $10,581 | $8,201+29.0% | $5,764+83.6% | $13,402-21.1% |