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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 | $13,113 | $45,343-71.1% | $150,298-91.3% | $67,986-80.7% |
| Participation rate | 41.7% | 51.9%-10.1pp | 77.8%-36.0pp | 57.2%-15.5pp |
| Annual return | 13.13% | 33.28%-20.1pp | 62.79%-49.7pp | 31.67%-18.5pp |
| Employer contribution / active EE | $520 | $1,462-64.4% | $4,154-87.5% | $2,019-74.2% |
| Participant deferral / active EE | $968 | $2,055-52.9% | $5,453-82.2% | $3,358-71.2% |
| Admin fee / account holder | $2,605 | $2,250+15.8% | $14,116-81.5% | $3,203-18.7% |