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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 | $15,314 | $91,198-83.2% | $178,503-91.4% | $79,856-80.8% |
| Participation rate | 27.3% | 69.2%-41.9pp | 81.9%-54.7pp | 69.6%-42.4pp |
| Annual return | 15.82% | 24.20%-8.4pp | 151.12%-135.3pp | 31.71%-15.9pp |
| Employer contribution / active EE | $800 | $3,257-75.4% | $5,011-84.0% | $2,471-67.6% |
| Participant deferral / active EE | $1,004 | $3,237-69.0% | $5,202-80.7% | $3,741-73.2% |
| Admin fee / account holder | $1,902 | $6,748-71.8% | $13,987-86.4% | $5,306-64.2% |