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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 | $16,618 | $53,583-69.0% | $114,563-85.5% | $64,340-74.2% |
| Participation rate | 41.1% | 47.4%-6.2pp | 72.9%-31.8pp | 55.2%-14.1pp |
| Annual return | 19.27% | 24.51%-5.2pp | 241.09%-221.8pp | 24.14%-4.9pp |
| Employer contribution / active EE | $245 | $1,087-77.4% | $2,592-90.5% | $1,862-86.8% |
| Participant deferral / active EE | $985 | $2,134-53.9% | $4,142-76.2% | $2,980-67.0% |
| Admin fee / account holder | $500 | $3,206-84.4% | $7,623-93.4% | $3,703-86.5% |