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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 | $22,675 | $87,544-74.1% | $75,784-70.1% | $125,388-81.9% |
| Participation rate | 55.6% | 80.2%-24.6pp | 75.8%-20.3pp | 83.2%-27.6pp |
| Annual return | 2.28% | 13.49%-11.2pp | 9.68%-7.4pp | 282.24%-280.0pp |
| Employer contribution / active EE | $877 | $3,930-77.7% | $3,323-73.6% | $4,866-82.0% |
| Participant deferral / active EE | $1,038 | $4,229-75.5% | $3,652-71.6% | $5,352-80.6% |
| Admin fee / account holder | $1,355 | $6,502-79.2% | $5,300-74.4% | $9,541-85.8% |