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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 | $19,131 | $45,343-57.8% | $150,298-87.3% | $67,986-71.9% |
| Participation rate | 28.0% | 51.9%-23.8pp | 77.8%-49.7pp | 57.2%-29.2pp |
| Annual return | 20.74% | 33.28%-12.5pp | 62.79%-42.0pp | 31.67%-10.9pp |
| Employer contribution / active EE | $416 | $1,462-71.5% | $4,154-90.0% | $2,019-79.4% |
| Participant deferral / active EE | $1,381 | $2,055-32.8% | $5,453-74.7% | $3,358-58.9% |
| Admin fee / account holder | $2,094 | $2,250-6.9% | $14,116-85.2% | $3,203-34.6% |