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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 | $21,605 | $77,638-72.2% | $156,551-86.2% | $62,881-65.6% |
| Participation rate | 58.7% | 71.2%-12.5pp | 84.0%-25.3pp | 69.3%-10.6pp |
| Annual return | 6.51% | 50.33%-43.8pp | 32.23%-25.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $663 | $3,444-80.8% | $5,501-87.9% | $2,281-70.9% |
| Participant deferral / active EE | $871 | $3,046-71.4% | $4,871-82.1% | $3,203-72.8% |
| Admin fee / account holder | $1,603 | $5,561-71.2% | $13,028-87.7% | $4,296-62.7% |