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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 | $14,469 | $45,343-68.1% | $150,298-90.4% | $67,986-78.7% |
| Participation rate | 27.4% | 51.9%-24.5pp | 77.8%-50.4pp | 57.2%-29.9pp |
| Annual return | 16.69% | 33.28%-16.6pp | 62.79%-46.1pp | 31.67%-15.0pp |
| Employer contribution / active EE | $532 | $1,462-63.6% | $4,154-87.2% | $2,019-73.6% |
| Participant deferral / active EE | $1,017 | $2,055-50.5% | $5,453-81.3% | $3,358-69.7% |
| Admin fee / account holder | $1,038 | $2,250-53.9% | $14,116-92.6% | $3,203-67.6% |