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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 | $43,496-58.7% | $161,489-88.9% | $64,340-72.1% |
| Participation rate | 24.2% | 53.5%-29.3pp | 78.7%-54.5pp | 55.2%-31.0pp |
| Annual return | 15.04% | 20.76%-5.7pp | 89.72%-74.7pp | 24.14%-9.1pp |
| Employer contribution / active EE | $301 | $1,431-79.0% | $4,268-93.0% | $1,862-83.8% |
| Participant deferral / active EE | $978 | $1,996-51.0% | $5,630-82.6% | $2,980-67.2% |
| Admin fee / account holder | $2,290 | $2,330-1.7% | $16,006-85.7% | $3,703-38.2% |