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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 | $24,680 | $84,236-70.7% | $170,435-85.5% | $70,126-64.8% |
| Participation rate | 53.5% | 70.8%-17.3pp | 83.6%-30.1pp | 69.5%-16.1pp |
| Annual return | 17.25% | 23.06%-5.8pp | 205.94%-188.7pp | 73.15%-55.9pp |
| Employer contribution / active EE | $712 | $3,387-79.0% | $5,432-86.9% | $2,343-69.6% |
| Participant deferral / active EE | $4,218 | $3,086+36.7% | $4,939-14.6% | $3,332+26.6% |
| Admin fee / account holder | $813 | $5,698-85.7% | $13,881-94.1% | $4,645-82.5% |