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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 | $22,537 | $76,407-70.5% | $150,298-85.0% | $82,448-72.7% |
| Participation rate | 38.7% | 66.4%-27.7pp | 77.8%-39.1pp | 68.1%-29.4pp |
| Annual return | 14.61% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $928 | $2,614-64.5% | $4,154-77.7% | $2,551-63.6% |
| Participant deferral / active EE | $1,473 | $3,214-54.2% | $5,453-73.0% | $4,139-64.4% |
| Admin fee / account holder | $1,340 | $6,352-78.9% | $14,116-90.5% | $7,234-81.5% |