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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 | $48,050-59.3% | $96,754-79.8% | $64,340-69.6% |
| Participation rate | 26.8% | 40.6%-13.8pp | 70.3%-43.5pp | 55.2%-28.5pp |
| Annual return | 17.63% | 23.41%-5.8pp | 82.04%-64.4pp | 24.14%-6.5pp |
| Employer contribution / active EE | $588 | $1,204-51.1% | $2,679-78.0% | $1,862-68.4% |
| Participant deferral / active EE | $651 | $2,191-70.3% | $4,758-86.3% | $2,980-78.1% |
| Admin fee / account holder | $886 | $3,741-76.3% | $8,905-90.1% | $3,703-76.1% |