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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 | $76,407-81.5% | $150,298-90.6% | $82,448-82.9% |
| Participation rate | 23.7% | 66.4%-42.7pp | 77.8%-54.1pp | 68.1%-44.4pp |
| Annual return | 22.73% | 39.99%-17.3pp | 62.79%-40.1pp | 41.64%-18.9pp |
| Employer contribution / active EE | $488 | $2,614-81.3% | $4,154-88.3% | $2,551-80.9% |
| Participant deferral / active EE | $1,124 | $3,214-65.0% | $5,453-79.4% | $4,139-72.9% |
| Admin fee / account holder | $321 | $6,352-94.9% | $14,116-97.7% | $7,234-95.6% |