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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 | $12,081 | $45,343-73.4% | $150,298-92.0% | $67,986-82.2% |
| Participation rate | 36.1% | 51.9%-15.7pp | 77.8%-41.6pp | 57.2%-21.1pp |
| Annual return | 19.69% | 33.28%-13.6pp | 62.79%-43.1pp | 31.67%-12.0pp |
| Employer contribution / active EE | $698 | $1,462-52.3% | $4,154-83.2% | $2,019-65.4% |
| Participant deferral / active EE | $884 | $2,055-57.0% | $5,453-83.8% | $3,358-73.7% |
| Admin fee / account holder | $2,002 | $2,250-11.0% | $14,116-85.8% | $3,203-37.5% |