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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 | $41,157 | $44,746-8.0% | $88,179-53.3% | $64,097-35.8% |
| Participation rate | 18.2% | 39.8%-21.6pp | 69.1%-50.9pp | 55.2%-37.0pp |
| Annual return | 16.91% | 24.70%-7.8pp | 64.97%-48.1pp | 34.64%-17.7pp |
| Employer contribution / active EE | $473 | $1,078-56.1% | $2,549-81.4% | $1,891-75.0% |
| Participant deferral / active EE | $900 | $2,072-56.5% | $4,614-80.5% | $3,080-70.8% |
| Admin fee / account holder | $1,708 | $3,437-50.3% | $7,673-77.7% | $3,454-50.6% |