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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 | $14,270 | $78,690-81.9% | $161,489-91.2% | $87,485-83.7% |
| Participation rate | 28.1% | 67.5%-39.3pp | 78.7%-50.6pp | 68.9%-40.8pp |
| Annual return | 20.86% | 32.74%-11.9pp | 89.72%-68.9pp | 26.06%-5.2pp |
| Employer contribution / active EE | $449 | $2,588-82.6% | $4,268-89.5% | $2,596-82.7% |
| Participant deferral / active EE | $1,316 | $3,311-60.3% | $5,630-76.6% | $4,274-69.2% |
| Admin fee / account holder | $1,454 | $6,724-78.4% | $16,006-90.9% | $7,775-81.3% |