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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 | $18,287 | $55,453-67.0% | $170,435-89.3% | $62,293-70.6% |
| Participation rate | 25.7% | 66.4%-40.6pp | 83.6%-57.9pp | 69.5%-43.8pp |
| Annual return | 19.60% | 21.38%-1.8pp | 205.94%-186.3pp | 28.90%-9.3pp |
| Employer contribution / active EE | $293 | $2,164-86.5% | $5,432-94.6% | $2,042-85.7% |
| Participant deferral / active EE | $1,574 | $2,303-31.7% | $4,939-68.1% | $3,169-50.3% |
| Admin fee / account holder | $2,666 | $455+485.9% | $13,881-80.8% | $479+456.2% |