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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 | $23,131 | $75,541-69.4% | $152,093-84.8% | $82,637-72.0% |
| Participation rate | 36.1% | 66.5%-30.5pp | 77.8%-41.7pp | 68.1%-32.0pp |
| Annual return | 13.26% | 32.56%-19.3pp | 66.36%-53.1pp | 53.51%-40.2pp |
| Employer contribution / active EE | $469 | $2,622-82.1% | $4,175-88.8% | $2,552-81.6% |
| Participant deferral / active EE | $891 | $3,206-72.2% | $5,451-83.7% | $4,126-78.4% |
| Admin fee / account holder | $465 | $6,405-92.7% | $14,497-96.8% | $7,339-93.7% |