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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 | $23,510 | $79,634-70.5% | $64,489-63.5% | $79,634-70.5% |
| Participation rate | 13.8% | 62.5%-48.7pp | 67.7%-53.9pp | 62.5%-48.7pp |
| Annual return | 23.23% | 36.46%-13.2pp | 55.03%-31.8pp | 36.46%-13.2pp |
| Employer contribution / active EE | $427 | $2,529-83.1% | $1,523-72.0% | $2,529-83.1% |
| Participant deferral / active EE | $864 | $3,835-77.5% | $2,778-68.9% | $3,835-77.5% |
| Admin fee / account holder | $2,241 | $1,002+123.7% | $4,260-47.4% | $1,002+123.7% |