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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 | $23,903 | $76,407-68.7% | $150,298-84.1% | $82,448-71.0% |
| Participation rate | 29.5% | 66.4%-36.9pp | 77.8%-48.2pp | 68.1%-38.5pp |
| Annual return | 15.64% | 39.99%-24.4pp | 62.79%-47.1pp | 41.64%-26.0pp |
| Employer contribution / active EE | $454 | $2,614-82.6% | $4,154-89.1% | $2,551-82.2% |
| Participant deferral / active EE | $1,944 | $3,214-39.5% | $5,453-64.4% | $4,139-53.0% |
| Admin fee / account holder | $3,388 | $6,352-46.7% | $14,116-76.0% | $7,234-53.2% |