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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 | $21,065 | $78,690-73.2% | $161,489-87.0% | $87,485-75.9% |
| Participation rate | 23.8% | 67.5%-43.7pp | 78.7%-54.9pp | 68.9%-45.1pp |
| Annual return | 14.33% | 32.74%-18.4pp | 89.72%-75.4pp | 26.06%-11.7pp |
| Employer contribution / active EE | $447 | $2,588-82.7% | $4,268-89.5% | $2,596-82.8% |
| Participant deferral / active EE | $1,819 | $3,311-45.1% | $5,630-67.7% | $4,274-57.4% |
| Admin fee / account holder | $6,605 | $6,724-1.8% | $16,006-58.7% | $7,775-15.0% |