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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 | $18,163 | $94,439-80.8% | $73,658-75.3% | $154,746-88.3% |
| Participation rate | 30.8% | 64.7%-33.9pp | 57.0%-26.3pp | 80.7%-49.9pp |
| Annual return | 21.05% | 28.25%-7.2pp | 29.72%-8.7pp | 172.34%-151.3pp |
| Employer contribution / active EE | $251 | $1,257-80.1% | $1,032-75.7% | $4,379-94.3% |
| Participant deferral / active EE | $690 | $2,527-72.7% | $2,062-66.6% | $6,730-89.8% |
| Admin fee / account holder | $701 | $3,843-81.8% | $3,357-79.1% | $14,365-95.1% |