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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 | $20,350 | $43,496-53.2% | $161,489-87.4% | $64,340-68.4% |
| Participation rate | 62.5% | 53.5%+9.0pp | 78.7%-16.2pp | 55.2%+7.3pp |
| Annual return | 12.94% | 20.76%-7.8pp | 89.72%-76.8pp | 24.14%-11.2pp |
| Employer contribution / active EE | $322 | $1,431-77.5% | $4,268-92.5% | $1,862-82.7% |
| Participant deferral / active EE | $879 | $1,996-55.9% | $5,630-84.4% | $2,980-70.5% |
| Admin fee / account holder | $821 | $2,330-64.8% | $16,006-94.9% | $3,703-77.8% |