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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 | $11,254 | $45,343-75.2% | $150,298-92.5% | $67,986-83.4% |
| Participation rate | 30.6% | 51.9%-21.3pp | 77.8%-47.2pp | 57.2%-26.6pp |
| Annual return | 15.86% | 33.28%-17.4pp | 62.79%-46.9pp | 31.67%-15.8pp |
| Employer contribution / active EE | $320 | $1,462-78.1% | $4,154-92.3% | $2,019-84.2% |
| Participant deferral / active EE | $827 | $2,055-59.8% | $5,453-84.8% | $3,358-75.4% |
| Admin fee / account holder | $2,277 | $2,250+1.2% | $14,116-83.9% | $3,203-28.9% |