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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 | $14,121 | $78,690-82.1% | $161,489-91.3% | $87,485-83.9% |
| Participation rate | 23.7% | 67.5%-43.8pp | 78.7%-55.0pp | 68.9%-45.2pp |
| Annual return | 22.73% | 32.74%-10.0pp | 89.72%-67.0pp | 26.06%-3.3pp |
| Employer contribution / active EE | $488 | $2,588-81.1% | $4,268-88.6% | $2,596-81.2% |
| Participant deferral / active EE | $1,124 | $3,311-66.1% | $5,630-80.0% | $4,274-73.7% |
| Admin fee / account holder | $321 | $6,724-95.2% | $16,006-98.0% | $7,775-95.9% |