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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 | $18,920 | $45,343-58.3% | $150,298-87.4% | $67,986-72.2% |
| Participation rate | 39.4% | 51.9%-12.4pp | 77.8%-38.3pp | 57.2%-17.8pp |
| Annual return | 19.36% | 33.28%-13.9pp | 62.79%-43.4pp | 31.67%-12.3pp |
| Employer contribution / active EE | $490 | $1,462-66.5% | $4,154-88.2% | $2,019-75.7% |
| Participant deferral / active EE | $1,748 | $2,055-14.9% | $5,453-67.9% | $3,358-47.9% |
| Admin fee / account holder | $1,125 | $2,250-50.0% | $14,116-92.0% | $3,203-64.9% |