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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 | $45,343-66.3% | $150,298-89.8% | $67,986-77.5% |
| Participation rate | 35.3% | 51.9%-16.6pp | 77.8%-42.5pp | 57.2%-22.0pp |
| Annual return | 20.61% | 33.28%-12.7pp | 62.79%-42.2pp | 31.67%-11.1pp |
| Employer contribution / active EE | $375 | $1,462-74.3% | $4,154-91.0% | $2,019-81.4% |
| Participant deferral / active EE | $1,131 | $2,055-45.0% | $5,453-79.3% | $3,358-66.3% |
| Admin fee / account holder | $1,989 | $2,250-11.6% | $14,116-85.9% | $3,203-37.9% |