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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 | $17,942 | $77,638-76.9% | $156,551-88.5% | $62,881-71.5% |
| Participation rate | 28.6% | 71.2%-42.6pp | 84.0%-55.4pp | 69.3%-40.7pp |
| Annual return | 31.38% | 50.33%-18.9pp | 32.23%-0.8pp | 20.14%+11.2pp |
| Employer contribution / active EE | $534 | $3,444-84.5% | $5,501-90.3% | $2,281-76.6% |
| Participant deferral / active EE | $1,473 | $3,046-51.6% | $4,871-69.8% | $3,203-54.0% |
| Admin fee / account holder | $2,985 | $5,561-46.3% | $13,028-77.1% | $4,296-30.5% |