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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 | $13,838 | $77,638-82.2% | $156,551-91.2% | $62,881-78.0% |
| Participation rate | 50.0% | 71.2%-21.2pp | 84.0%-34.0pp | 69.3%-19.3pp |
| Annual return | 8.47% | 50.33%-41.9pp | 32.23%-23.8pp | 20.14%-11.7pp |
| Employer contribution / active EE | $844 | $3,444-75.5% | $5,501-84.7% | $2,281-63.0% |
| Participant deferral / active EE | $1,515 | $3,046-50.3% | $4,871-68.9% | $3,203-52.7% |
| Admin fee / account holder | $2,433 | $5,561-56.2% | $13,028-81.3% | $4,296-43.4% |