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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 | $16,789 | $76,407-78.0% | $150,298-88.8% | $82,448-79.6% |
| Participation rate | 42.9% | 66.4%-23.5pp | 77.8%-34.9pp | 68.1%-25.2pp |
| Annual return | 14.97% | 39.99%-25.0pp | 62.79%-47.8pp | 41.64%-26.7pp |
| Employer contribution / active EE | $308 | $2,614-88.2% | $4,154-92.6% | $2,551-87.9% |
| Participant deferral / active EE | $1,013 | $3,214-68.5% | $5,453-81.4% | $4,139-75.5% |
| Admin fee / account holder | $1,602 | $6,352-74.8% | $14,116-88.6% | $7,234-77.9% |