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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 | $68,586-62.5% | $120,380-78.6% | $80,911-68.2% |
| Participation rate | 60.0% | 61.6%-1.6pp | 71.9%-11.9pp | 67.6%-7.6pp |
| Annual return | 10.42% | 23.62%-13.2pp | 107.28%-96.9pp | 35.63%-25.2pp |
| Employer contribution / active EE | $572 | $2,053-72.1% | $3,465-83.5% | $2,756-79.2% |
| Participant deferral / active EE | $1,161 | $3,174-63.4% | $4,992-76.7% | $4,297-73.0% |
| Admin fee / account holder | $645 | $5,733-88.7% | $9,421-93.1% | $6,935-90.7% |