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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 | $20,690 | $48,050-56.9% | $96,754-78.6% | $64,340-67.8% |
| Participation rate | 23.6% | 40.6%-17.0pp | 70.3%-46.7pp | 55.2%-31.7pp |
| Annual return | 16.70% | 23.41%-6.7pp | 82.04%-65.3pp | 24.14%-7.4pp |
| Employer contribution / active EE | $418 | $1,204-65.3% | $2,679-84.4% | $1,862-77.5% |
| Participant deferral / active EE | $660 | $2,191-69.9% | $4,758-86.1% | $2,980-77.8% |
| Admin fee / account holder | $3,260 | $3,741-12.9% | $8,905-63.4% | $3,703-12.0% |