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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 | $25,705 | $68,880-62.7% | $120,580-78.7% | $80,959-68.2% |
| Participation rate | 60.0% | 61.7%-1.7pp | 72.0%-12.0pp | 67.7%-7.7pp |
| Annual return | 10.42% | 23.68%-13.3pp | 107.48%-97.1pp | 35.67%-25.2pp |
| Employer contribution / active EE | $572 | $2,066-72.3% | $3,469-83.5% | $2,757-79.2% |
| Participant deferral / active EE | $1,161 | $3,191-63.6% | $4,995-76.8% | $4,300-73.0% |
| Admin fee / account holder | $645 | $5,785-88.8% | $9,418-93.1% | $6,925-90.7% |