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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 | $17,884 | $81,358-78.0% | $155,556-88.5% | $80,959-77.9% |
| Participation rate | 37.7% | 66.3%-28.6pp | 78.2%-40.5pp | 67.7%-30.0pp |
| Annual return | 10.94% | 33.39%-22.5pp | 64.84%-53.9pp | 35.67%-24.7pp |
| Employer contribution / active EE | $513 | $3,106-83.5% | $4,675-89.0% | $2,757-81.4% |
| Participant deferral / active EE | $930 | $3,455-73.1% | $5,631-83.5% | $4,300-78.4% |
| Admin fee / account holder | $566 | $7,994-92.9% | $15,885-96.4% | $6,925-91.8% |