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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 | $20,655 | $78,690-73.8% | $161,489-87.2% | $87,485-76.4% |
| Participation rate | 32.6% | 67.5%-34.9pp | 78.7%-46.1pp | 68.9%-36.3pp |
| Annual return | 17.15% | 32.74%-15.6pp | 89.72%-72.6pp | 26.06%-8.9pp |
| Employer contribution / active EE | $552 | $2,588-78.7% | $4,268-87.1% | $2,596-78.7% |
| Participant deferral / active EE | $1,739 | $3,311-47.5% | $5,630-69.1% | $4,274-59.3% |
| Admin fee / account holder | $6,370 | $6,724-5.3% | $16,006-60.2% | $7,775-18.1% |