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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 | $23,712 | $84,236-71.9% | $170,435-86.1% | $70,126-66.2% |
| Participation rate | 42.3% | 70.8%-28.5pp | 83.6%-41.3pp | 69.5%-27.2pp |
| Annual return | 18.79% | 23.06%-4.3pp | 205.94%-187.1pp | 73.15%-54.4pp |
| Employer contribution / active EE | $673 | $3,387-80.1% | $5,432-87.6% | $2,343-71.3% |
| Participant deferral / active EE | $1,499 | $3,086-51.4% | $4,939-69.7% | $3,332-55.0% |
| Admin fee / account holder | $4,099 | $5,698-28.1% | $13,881-70.5% | $4,645-11.8% |