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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 | $23,515 | $64,920-63.8% | $103,693-77.3% | $86,983-73.0% |
| Participation rate | 60.0% | 63.6%-3.6pp | 72.6%-12.6pp | 69.5%-9.5pp |
| Annual return | 16.33% | 30.29%-14.0pp | 47.61%-31.3pp | 25.83%-9.5pp |
| Employer contribution / active EE | $579 | $2,141-72.9% | $2,920-80.2% | $2,584-77.6% |
| Participant deferral / active EE | $1,664 | $3,241-48.7% | $4,579-63.7% | $4,194-60.3% |
| Admin fee / account holder | $1,294 | $6,191-79.1% | $7,858-83.5% | $7,856-83.5% |