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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 | $21,145 | $45,343-53.4% | $150,298-85.9% | $67,986-68.9% |
| Participation rate | 22.8% | 51.9%-29.1pp | 77.8%-55.0pp | 57.2%-34.4pp |
| Annual return | 17.42% | 33.28%-15.9pp | 62.79%-45.4pp | 31.67%-14.2pp |
| Employer contribution / active EE | $219 | $1,462-85.0% | $4,154-94.7% | $2,019-89.2% |
| Participant deferral / active EE | $638 | $2,055-68.9% | $5,453-88.3% | $3,358-81.0% |
| Admin fee / account holder | $770 | $2,250-65.8% | $14,116-94.5% | $3,203-76.0% |