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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 | $21,954 | $93,346-76.5% | $71,796-69.4% | $273,972-92.0% |
| Participation rate | 42.9% | 76.5%-33.7pp | 69.1%-26.3pp | 83.0%-40.2pp |
| Annual return | 6.43% | 130.39%-124.0pp | 78.04%-71.6pp | 41.46%-35.0pp |
| Employer contribution / active EE | $311 | $2,733-88.6% | $1,924-83.8% | $4,869-93.6% |
| Participant deferral / active EE | $1,207 | $3,475-65.3% | $2,794-56.8% | $5,287-77.2% |
| Admin fee / account holder | $2,389 | $6,571-63.6% | $4,815-50.4% | $10,133-76.4% |