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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 | $17,947 | $45,343-60.4% | $150,298-88.1% | $67,986-73.6% |
| Participation rate | 24.2% | 51.9%-27.6pp | 77.8%-53.5pp | 57.2%-33.0pp |
| Annual return | 15.04% | 33.28%-18.2pp | 62.79%-47.7pp | 31.67%-16.6pp |
| Employer contribution / active EE | $301 | $1,462-79.4% | $4,154-92.8% | $2,019-85.1% |
| Participant deferral / active EE | $978 | $2,055-52.4% | $5,453-82.1% | $3,358-70.9% |
| Admin fee / account holder | $2,290 | $2,250+1.8% | $14,116-83.8% | $3,203-28.5% |