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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 | $18,993 | $43,749-56.6% | $158,223-88.0% | $65,306-70.9% |
| Participation rate | 43.5% | 56.9%-13.4pp | 79.2%-35.7pp | 57.7%-14.2pp |
| Annual return | 19.15% | 19.41%-0.3pp | 52.09%-32.9pp | 21.94%-2.8pp |
| Employer contribution / active EE | $575 | $1,497-61.6% | $4,109-86.0% | $1,967-70.8% |
| Participant deferral / active EE | $1,760 | $2,019-12.8% | $5,467-67.8% | $2,959-40.5% |
| Admin fee / account holder | $4,049 | $1,930+109.8% | $16,047-74.8% | $3,480+16.3% |