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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 | $19,270 | $41,016-53.0% | $152,093-87.3% | $64,097-69.9% |
| Participation rate | 37.0% | 51.3%-14.3pp | 77.8%-40.8pp | 55.2%-18.2pp |
| Annual return | 16.58% | 39.60%-23.0pp | 66.36%-49.8pp | 34.64%-18.1pp |
| Employer contribution / active EE | $533 | $1,342-60.3% | $4,175-87.2% | $1,891-71.8% |
| Participant deferral / active EE | $1,279 | $1,927-33.7% | $5,451-76.5% | $3,080-58.5% |
| Admin fee / account holder | $1,922 | $2,305-16.6% | $14,497-86.7% | $3,454-44.4% |