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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 | $18,681 | $43,496-57.0% | $161,489-88.4% | $64,340-71.0% |
| Participation rate | 23.5% | 53.5%-30.0pp | 78.7%-55.2pp | 55.2%-31.8pp |
| Annual return | 16.52% | 20.76%-4.2pp | 89.72%-73.2pp | 24.14%-7.6pp |
| Employer contribution / active EE | $446 | $1,431-68.8% | $4,268-89.5% | $1,862-76.0% |
| Participant deferral / active EE | $889 | $1,996-55.5% | $5,630-84.2% | $2,980-70.2% |
| Admin fee / account holder | $889 | $2,330-61.9% | $16,006-94.4% | $3,703-76.0% |