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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 | $13,819 | $78,690-82.4% | $161,489-91.4% | $87,485-84.2% |
| Participation rate | 54.7% | 67.5%-12.8pp | 78.7%-24.0pp | 68.9%-14.3pp |
| Annual return | 16.78% | 32.74%-16.0pp | 89.72%-72.9pp | 26.06%-9.3pp |
| Employer contribution / active EE | $510 | $2,588-80.3% | $4,268-88.0% | $2,596-80.3% |
| Participant deferral / active EE | $1,435 | $3,311-56.7% | $5,630-74.5% | $4,274-66.4% |
| Admin fee / account holder | $1,438 | $6,724-78.6% | $16,006-91.0% | $7,775-81.5% |