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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 | $18,872 | $45,343-58.4% | $150,298-87.4% | $67,986-72.2% |
| Participation rate | 23.3% | 51.9%-28.5pp | 77.8%-54.4pp | 57.2%-33.9pp |
| Annual return | 19.26% | 33.28%-14.0pp | 62.79%-43.5pp | 31.67%-12.4pp |
| Employer contribution / active EE | $332 | $1,462-77.3% | $4,154-92.0% | $2,019-83.6% |
| Participant deferral / active EE | $865 | $2,055-57.9% | $5,453-84.1% | $3,358-74.2% |
| Admin fee / account holder | $893 | $2,250-60.3% | $14,116-93.7% | $3,203-72.1% |