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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 | $122,962-89.0% | $71,585-81.1% | $138,895-90.3% |
| Participation rate | 47.8% | 68.9%-21.0pp | 68.2%-20.3pp | 79.9%-32.1pp |
| Annual return | 25.39% | 37.84%-12.5pp | 59.26%-33.9pp | 145.39%-120.0pp |
| Employer contribution / active EE | $627 | $2,620-76.1% | $1,669-62.4% | $4,194-85.1% |
| Participant deferral / active EE | $1,248 | $4,311-71.1% | $2,923-57.3% | $6,396-80.5% |
| Admin fee / account holder | $599 | $6,488-90.8% | $4,712-87.3% | $12,562-95.2% |