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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 | $23,246 | $81,233-71.4% | $155,567-85.1% | $80,874-71.3% |
| Participation rate | 37.1% | 66.2%-29.1pp | 78.2%-41.1pp | 67.6%-30.5pp |
| Annual return | 16.18% | 33.33%-17.2pp | 64.74%-48.6pp | 35.62%-19.4pp |
| Employer contribution / active EE | $786 | $3,101-74.6% | $4,674-83.2% | $2,756-71.5% |
| Participant deferral / active EE | $1,705 | $3,452-50.6% | $5,628-69.7% | $4,297-60.3% |
| Admin fee / account holder | $500 | $7,998-93.7% | $15,916-96.9% | $6,935-92.8% |