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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 | $21,267 | $76,407-72.2% | $150,298-85.8% | $82,448-74.2% |
| Participation rate | 43.8% | 66.4%-22.6pp | 77.8%-34.0pp | 68.1%-24.3pp |
| Annual return | 15.73% | 39.99%-24.3pp | 62.79%-47.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $359 | $2,614-86.3% | $4,154-91.4% | $2,551-85.9% |
| Participant deferral / active EE | $1,080 | $3,214-66.4% | $5,453-80.2% | $4,139-73.9% |
| Admin fee / account holder | $2,046 | $6,352-67.8% | $14,116-85.5% | $7,234-71.7% |