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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 | $15,284 | $41,016-62.7% | $152,093-90.0% | $64,097-76.2% |
| Participation rate | 35.3% | 51.3%-16.1pp | 77.8%-42.5pp | 55.2%-19.9pp |
| Annual return | 20.61% | 39.60%-19.0pp | 66.36%-45.7pp | 34.64%-14.0pp |
| Employer contribution / active EE | $375 | $1,342-72.0% | $4,175-91.0% | $1,891-80.2% |
| Participant deferral / active EE | $1,131 | $1,927-41.3% | $5,451-79.3% | $3,080-63.3% |
| Admin fee / account holder | $1,989 | $2,305-13.7% | $14,497-86.3% | $3,454-42.4% |