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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 | $13,533 | $116,167-88.4% | $64,489-79.0% | $137,256-90.1% |
| Participation rate | 47.8% | 68.2%-20.4pp | 67.7%-19.9pp | 80.0%-32.1pp |
| Annual return | 25.39% | 36.55%-11.2pp | 55.03%-29.6pp | 220.34%-195.0pp |
| Employer contribution / active EE | $627 | $2,483-74.7% | $1,523-58.8% | $4,156-84.9% |
| Participant deferral / active EE | $1,248 | $4,215-70.4% | $2,778-55.1% | $6,407-80.5% |
| Admin fee / account holder | $599 | $6,188-90.3% | $4,260-85.9% | $12,270-95.1% |