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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 | $18,481 | $84,236-78.1% | $170,435-89.2% | $70,126-73.6% |
| Participation rate | 65.9% | 70.8%-4.9pp | 83.6%-17.7pp | 69.5%-3.6pp |
| Annual return | 19.79% | 23.06%-3.3pp | 205.94%-186.2pp | 73.15%-53.4pp |
| Employer contribution / active EE | $528 | $3,387-84.4% | $5,432-90.3% | $2,343-77.5% |
| Participant deferral / active EE | $874 | $3,086-71.7% | $4,939-82.3% | $3,332-73.8% |
| Admin fee / account holder | $986 | $5,698-82.7% | $13,881-92.9% | $4,645-78.8% |