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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 | $13,567 | $123,155-89.0% | $108,753-87.5% | $155,188-91.3% |
| Participation rate | 52.4% | 75.6%-23.2pp | 71.1%-18.7pp | 80.8%-28.4pp |
| Annual return | 11.61% | 44.73%-33.1pp | 37.47%-25.9pp | 148.84%-137.2pp |
| Employer contribution / active EE | $556 | $2,811-80.2% | $2,427-77.1% | $4,248-86.9% |
| Participant deferral / active EE | $1,835 | $4,623-60.3% | $4,115-55.4% | $6,531-71.9% |
| Admin fee / account holder | $3,331 | $12,126-72.5% | $10,320-67.7% | $14,480-77.0% |