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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 | $23,494 | $81,276-71.1% | $155,574-84.9% | $80,925-71.0% |
| Participation rate | 35.2% | 66.2%-31.0pp | 78.2%-43.0pp | 67.7%-32.4pp |
| Annual return | 12.07% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $826 | $3,103-73.4% | $4,676-82.3% | $2,756-70.0% |
| Participant deferral / active EE | $1,003 | $3,453-70.9% | $5,629-82.2% | $4,299-76.7% |
| Admin fee / account holder | $551 | $7,993-93.1% | $15,914-96.5% | $6,940-92.1% |