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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 | $20,562 | $91,198-77.5% | $178,503-88.5% | $79,856-74.3% |
| Participation rate | 45.2% | 69.2%-24.0pp | 81.9%-36.7pp | 69.6%-24.4pp |
| Annual return | 18.31% | 24.20%-5.9pp | 151.12%-132.8pp | 31.71%-13.4pp |
| Employer contribution / active EE | $914 | $3,257-71.9% | $5,011-81.8% | $2,471-63.0% |
| Participant deferral / active EE | $1,714 | $3,237-47.0% | $5,202-67.0% | $3,741-54.2% |
| Admin fee / account holder | $606 | $6,748-91.0% | $13,987-95.7% | $5,306-88.6% |