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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 | $22,498 | $76,407-70.6% | $150,298-85.0% | $82,448-72.7% |
| Participation rate | 46.2% | 66.4%-20.2pp | 77.8%-31.6pp | 68.1%-21.9pp |
| Annual return | 15.88% | 39.99%-24.1pp | 62.79%-46.9pp | 41.64%-25.8pp |
| Employer contribution / active EE | $436 | $2,614-83.3% | $4,154-89.5% | $2,551-82.9% |
| Participant deferral / active EE | $1,193 | $3,214-62.9% | $5,453-78.1% | $4,139-71.2% |
| Admin fee / account holder | $579 | $6,352-90.9% | $14,116-95.9% | $7,234-92.0% |