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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 | $16,920 | $45,050-62.4% | $63,018-73.2% | $70,126-75.9% |
| Participation rate | 53.5% | 69.5%-16.0pp | 74.8%-21.3pp | 69.5%-16.1pp |
| Annual return | 11.78% | 18.76%-7.0pp | 87.62%-75.8pp | 73.15%-61.4pp |
| Employer contribution / active EE | $640 | $2,052-68.8% | $2,761-76.8% | $2,343-72.7% |
| Participant deferral / active EE | $856 | $2,466-65.3% | $3,330-74.3% | $3,332-74.3% |
| Admin fee / account holder | $907 | $2,834-68.0% | $3,601-74.8% | $4,645-80.5% |