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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 | $23,972 | $45,343-47.1% | $150,298-84.1% | $67,986-64.7% |
| Participation rate | 18.5% | 51.9%-33.3pp | 77.8%-59.2pp | 57.2%-38.7pp |
| Annual return | 12.83% | 33.28%-20.4pp | 62.79%-50.0pp | 31.67%-18.8pp |
| Employer contribution / active EE | $270 | $1,462-81.5% | $4,154-93.5% | $2,019-86.6% |
| Participant deferral / active EE | $704 | $2,055-65.8% | $5,453-87.1% | $3,358-79.0% |
| Admin fee / account holder | $4,721 | $2,250+109.8% | $14,116-66.6% | $3,203+47.4% |