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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 | $19,553 | $44,746-56.3% | $88,179-77.8% | $64,097-69.5% |
| Participation rate | 26.8% | 39.8%-13.0pp | 69.1%-42.4pp | 55.2%-28.4pp |
| Annual return | 17.63% | 24.70%-7.1pp | 64.97%-47.3pp | 34.64%-17.0pp |
| Employer contribution / active EE | $588 | $1,078-45.4% | $2,549-76.9% | $1,891-68.9% |
| Participant deferral / active EE | $651 | $2,072-68.6% | $4,614-85.9% | $3,080-78.8% |
| Admin fee / account holder | $886 | $3,437-74.2% | $7,673-88.5% | $3,454-74.4% |