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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 | $20,649 | $76,407-73.0% | $150,298-86.3% | $82,448-75.0% |
| Participation rate | 19.7% | 66.4%-46.7pp | 77.8%-58.0pp | 68.1%-48.3pp |
| Annual return | 18.57% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $471 | $2,614-82.0% | $4,154-88.7% | $2,551-81.5% |
| Participant deferral / active EE | $914 | $3,214-71.6% | $5,453-83.2% | $4,139-77.9% |
| Admin fee / account holder | $1,032 | $6,352-83.8% | $14,116-92.7% | $7,234-85.7% |