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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 | $43,749-57.3% | $158,223-88.2% | $65,306-71.4% |
| Participation rate | 23.5% | 56.9%-33.4pp | 79.2%-55.7pp | 57.7%-34.2pp |
| Annual return | 16.52% | 19.41%-2.9pp | 52.09%-35.6pp | 21.94%-5.4pp |
| Employer contribution / active EE | $446 | $1,497-70.2% | $4,109-89.1% | $1,967-77.3% |
| Participant deferral / active EE | $889 | $2,019-56.0% | $5,467-83.7% | $2,959-70.0% |
| Admin fee / account holder | $889 | $1,930-53.9% | $16,047-94.5% | $3,480-74.5% |