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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 | $21,145 | $45,343-53.4% | $150,298-85.9% | $67,986-68.9% |
| Participation rate | 18.0% | 51.9%-33.9pp | 77.8%-59.8pp | 57.2%-39.2pp |
| Annual return | 18.95% | 33.28%-14.3pp | 62.79%-43.8pp | 31.67%-12.7pp |
| Employer contribution / active EE | $254 | $1,462-82.6% | $4,154-93.9% | $2,019-87.4% |
| Participant deferral / active EE | $1,008 | $2,055-50.9% | $5,453-81.5% | $3,358-70.0% |
| Admin fee / account holder | $413 | $2,250-81.6% | $14,116-97.1% | $3,203-87.1% |