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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 | $13,508 | $45,343-70.2% | $150,298-91.0% | $67,986-80.1% |
| Participation rate | 31.7% | 51.9%-20.2pp | 77.8%-46.1pp | 57.2%-25.5pp |
| Annual return | 22.27% | 33.28%-11.0pp | 62.79%-40.5pp | 31.67%-9.4pp |
| Employer contribution / active EE | $583 | $1,462-60.1% | $4,154-86.0% | $2,019-71.1% |
| Participant deferral / active EE | $627 | $2,055-69.5% | $5,453-88.5% | $3,358-81.3% |
| Admin fee / account holder | $2,516 | $2,250+11.8% | $14,116-82.2% | $3,203-21.5% |