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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 | $16,025 | $76,407-79.0% | $150,298-89.3% | $82,448-80.6% |
| Participation rate | 42.3% | 66.4%-24.1pp | 77.8%-35.5pp | 68.1%-25.8pp |
| Annual return | 17.65% | 39.99%-22.3pp | 62.79%-45.1pp | 41.64%-24.0pp |
| Employer contribution / active EE | $886 | $2,614-66.1% | $4,154-78.7% | $2,551-65.3% |
| Participant deferral / active EE | $1,498 | $3,214-53.4% | $5,453-72.5% | $4,139-63.8% |
| Admin fee / account holder | $485 | $6,352-92.4% | $14,116-96.6% | $7,234-93.3% |