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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 | $24,831 | $81,358-69.5% | $155,556-84.0% | $80,959-69.3% |
| Participation rate | 56.7% | 66.3%-9.6pp | 78.2%-21.6pp | 67.7%-11.0pp |
| Annual return | 16.38% | 33.39%-17.0pp | 64.84%-48.5pp | 35.67%-19.3pp |
| Employer contribution / active EE | $830 | $3,106-73.3% | $4,675-82.3% | $2,757-69.9% |
| Participant deferral / active EE | $2,155 | $3,455-37.6% | $5,631-61.7% | $4,300-49.9% |
| Admin fee / account holder | $1,590 | $7,994-80.1% | $15,885-90.0% | $6,925-77.0% |