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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 | $28,641 | $44,746-36.0% | $88,179-67.5% | $64,097-55.3% |
| Participation rate | 18.2% | 39.8%-21.6pp | 69.1%-51.0pp | 55.2%-37.0pp |
| Annual return | 16.19% | 24.70%-8.5pp | 64.97%-48.8pp | 34.64%-18.5pp |
| Employer contribution / active EE | $444 | $1,078-58.8% | $2,549-82.6% | $1,891-76.5% |
| Participant deferral / active EE | $956 | $2,072-53.9% | $4,614-79.3% | $3,080-69.0% |
| Admin fee / account holder | $696 | $3,437-79.7% | $7,673-90.9% | $3,454-79.8% |