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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 | $19,495 | $43,496-55.2% | $161,489-87.9% | $64,340-69.7% |
| Participation rate | 57.3% | 53.5%+3.8pp | 78.7%-21.4pp | 55.2%+2.0pp |
| Annual return | 17.13% | 20.76%-3.6pp | 89.72%-72.6pp | 24.14%-7.0pp |
| Employer contribution / active EE | $444 | $1,431-68.9% | $4,268-89.6% | $1,862-76.1% |
| Participant deferral / active EE | $1,406 | $1,996-29.6% | $5,630-75.0% | $2,980-52.8% |
| Admin fee / account holder | $655 | $2,330-71.9% | $16,006-95.9% | $3,703-82.3% |