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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 | $22,866 | $91,086-74.9% | $203,872-88.8% | $86,983-73.7% |
| Participation rate | 61.8% | 65.8%-4.1pp | 77.8%-16.0pp | 69.5%-7.8pp |
| Annual return | 12.83% | 22.30%-9.5pp | 85.11%-72.3pp | 25.83%-13.0pp |
| Employer contribution / active EE | $358 | $2,063-82.6% | $3,757-90.5% | $2,584-86.1% |
| Participant deferral / active EE | $2,211 | $4,019-45.0% | $6,388-65.4% | $4,194-47.3% |
| Admin fee / account holder | $836 | $8,987-90.7% | $11,730-92.9% | $7,856-89.4% |