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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 | $21,461 | $61,605-65.2% | $112,273-80.9% | $75,181-71.5% |
| Participation rate | 40.9% | 61.7%-20.8pp | 72.4%-31.5pp | 67.2%-26.3pp |
| Annual return | 14.92% | 28.47%-13.5pp | 30.23%-15.3pp | 160.69%-145.8pp |
| Employer contribution / active EE | $692 | $2,015-65.7% | $3,431-79.8% | $2,671-74.1% |
| Participant deferral / active EE | $1,446 | $3,108-53.5% | $4,800-69.9% | $4,126-65.0% |
| Admin fee / account holder | $304 | $4,862-93.7% | $7,752-96.1% | $5,650-94.6% |