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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 | $17,173 | $76,407-77.5% | $150,298-88.6% | $82,448-79.2% |
| Participation rate | 25.0% | 66.4%-41.4pp | 77.8%-52.8pp | 68.1%-43.1pp |
| Annual return | 13.34% | 39.99%-26.7pp | 62.79%-49.4pp | 41.64%-28.3pp |
| Employer contribution / active EE | $357 | $2,614-86.4% | $4,154-91.4% | $2,551-86.0% |
| Participant deferral / active EE | $1,023 | $3,214-68.2% | $5,453-81.2% | $4,139-75.3% |
| Admin fee / account holder | $1,902 | $6,352-70.1% | $14,116-86.5% | $7,234-73.7% |