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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 | $13,718 | $45,343-69.7% | $150,298-90.9% | $67,986-79.8% |
| Participation rate | 43.0% | 51.9%-8.9pp | 77.8%-34.8pp | 57.2%-14.2pp |
| Annual return | 19.86% | 33.28%-13.4pp | 62.79%-42.9pp | 31.67%-11.8pp |
| Employer contribution / active EE | $504 | $1,462-65.6% | $4,154-87.9% | $2,019-75.1% |
| Participant deferral / active EE | $1,424 | $2,055-30.7% | $5,453-73.9% | $3,358-57.6% |
| Admin fee / account holder | $845 | $2,250-62.5% | $14,116-94.0% | $3,203-73.6% |