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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 | $18,718 | $81,331-77.0% | $155,534-88.0% | $80,935-76.9% |
| Participation rate | 29.7% | 66.3%-36.6pp | 78.2%-48.5pp | 67.7%-38.0pp |
| Annual return | 14.13% | 33.37%-19.2pp | 64.92%-50.8pp | 35.66%-21.5pp |
| Employer contribution / active EE | $702 | $3,105-77.4% | $4,675-85.0% | $2,757-74.5% |
| Participant deferral / active EE | $1,833 | $3,454-46.9% | $5,630-67.5% | $4,299-57.4% |
| Admin fee / account holder | $774 | $7,999-90.3% | $15,900-95.1% | $6,924-88.8% |