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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 | $24,281 | $68,880-64.7% | $120,580-79.9% | $80,959-70.0% |
| Participation rate | 43.2% | 61.7%-18.5pp | 72.0%-28.7pp | 67.7%-24.4pp |
| Annual return | 11.99% | 23.68%-11.7pp | 107.48%-95.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $814 | $2,066-60.6% | $3,469-76.6% | $2,757-70.5% |
| Participant deferral / active EE | $1,939 | $3,191-39.2% | $4,995-61.2% | $4,300-54.9% |
| Admin fee / account holder | $760 | $5,785-86.9% | $9,418-91.9% | $6,925-89.0% |