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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 | $41,016-54.5% | $152,093-87.7% | $64,097-70.9% |
| Participation rate | 23.5% | 51.3%-27.9pp | 77.8%-54.3pp | 55.2%-31.7pp |
| Annual return | 16.52% | 39.60%-23.1pp | 66.36%-49.8pp | 34.64%-18.1pp |
| Employer contribution / active EE | $446 | $1,342-66.7% | $4,175-89.3% | $1,891-76.4% |
| Participant deferral / active EE | $889 | $1,927-53.9% | $5,451-83.7% | $3,080-71.1% |
| Admin fee / account holder | $889 | $2,305-61.4% | $14,497-93.9% | $3,454-74.3% |