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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 | $17,960 | $90,400-80.1% | $186,193-90.4% | $87,485-79.5% |
| Participation rate | 56.7% | 66.2%-9.5pp | 77.1%-20.4pp | 68.9%-12.3pp |
| Annual return | 15.57% | 22.15%-6.6pp | 78.03%-62.5pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,234 | $2,170-43.2% | $3,918-68.5% | $2,596-52.5% |
| Participant deferral / active EE | $2,308 | $4,330-46.7% | $6,513-64.6% | $4,274-46.0% |
| Admin fee / account holder | $3,500 | $8,673-59.7% | $11,058-68.4% | $7,775-55.0% |