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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 | $14,821 | $45,087-67.1% | $69,483-78.7% | $72,976-79.7% |
| Participation rate | 65.8% | 68.5%-2.7pp | 74.6%-8.8pp | 69.5%-3.7pp |
| Annual return | 0.00% | 22.67%-22.7pp | 28.99%-29.0pp | 81.02%-81.0pp |
| Employer contribution / active EE | $499 | $2,055-75.7% | $2,780-82.0% | $2,440-79.5% |
| Participant deferral / active EE | $983 | $2,603-62.2% | $3,537-72.2% | $3,608-72.7% |
| Admin fee / account holder | $445 | $3,057-85.5% | $3,841-88.4% | $5,124-91.3% |