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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 | $23,759 | $62,672-62.1% | $185,117-87.2% | $70,126-66.1% |
| Participation rate | 48.1% | 63.8%-15.6pp | 77.3%-29.1pp | 69.5%-21.4pp |
| Annual return | 17.14% | 40.79%-23.6pp | 40.50%-23.4pp | 73.15%-56.0pp |
| Employer contribution / active EE | $499 | $1,753-71.5% | $4,182-88.1% | $2,343-78.7% |
| Participant deferral / active EE | $1,432 | $3,272-56.2% | $5,045-71.6% | $3,332-57.0% |
| Admin fee / account holder | $535 | $3,932-86.4% | $8,159-93.4% | $4,645-88.5% |