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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 | $15,606 | $45,343-65.6% | $150,298-89.6% | $67,986-77.0% |
| Participation rate | 30.4% | 51.9%-21.4pp | 77.8%-47.3pp | 57.2%-26.8pp |
| Annual return | 22.95% | 33.28%-10.3pp | 62.79%-39.8pp | 31.67%-8.7pp |
| Employer contribution / active EE | $255 | $1,462-82.6% | $4,154-93.9% | $2,019-87.4% |
| Participant deferral / active EE | $863 | $2,055-58.0% | $5,453-84.2% | $3,358-74.3% |
| Admin fee / account holder | $453 | $2,250-79.9% | $14,116-96.8% | $3,203-85.9% |