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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 | $21,136 | $77,638-72.8% | $156,551-86.5% | $62,881-66.4% |
| Participation rate | 47.2% | 71.2%-24.0pp | 84.0%-36.8pp | 69.3%-22.1pp |
| Annual return | 7.23% | 50.33%-43.1pp | 32.23%-25.0pp | 20.14%-12.9pp |
| Employer contribution / active EE | $647 | $3,444-81.2% | $5,501-88.2% | $2,281-71.6% |
| Participant deferral / active EE | $2,047 | $3,046-32.8% | $4,871-58.0% | $3,203-36.1% |
| Admin fee / account holder | $647 | $5,561-88.4% | $13,028-95.0% | $4,296-84.9% |