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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 | $20,036 | $78,690-74.5% | $161,489-87.6% | $87,485-77.1% |
| Participation rate | 43.9% | 67.5%-23.6pp | 78.7%-34.8pp | 68.9%-25.0pp |
| Annual return | 18.88% | 32.74%-13.9pp | 89.72%-70.8pp | 26.06%-7.2pp |
| Employer contribution / active EE | $543 | $2,588-79.0% | $4,268-87.3% | $2,596-79.1% |
| Participant deferral / active EE | $1,308 | $3,311-60.5% | $5,630-76.8% | $4,274-69.4% |
| Admin fee / account holder | $1,946 | $6,724-71.1% | $16,006-87.8% | $7,775-75.0% |