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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 | $28,815 | $112,596-74.4% | $152,301-81.1% | $64,728-55.5% |
| Participation rate | 15.5% | 63.6%-48.1pp | 82.4%-66.9pp | 57.9%-42.4pp |
| Annual return | 17.86% | 23.76%-5.9pp | 80.50%-62.6pp | 49.38%-31.5pp |
| Employer contribution / active EE | $464 | $3,716-87.5% | $4,624-90.0% | $2,243-79.3% |
| Participant deferral / active EE | $830 | $6,075-86.3% | $8,004-89.6% | $2,729-69.6% |
| Admin fee / account holder | $1,216 | $996+22.0% | $14,398-91.6% | $1,145+6.2% |