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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 | $44,746-53.8% | $88,179-76.5% | $64,097-67.7% |
| Participation rate | 23.6% | 39.8%-16.2pp | 69.1%-45.6pp | 55.2%-31.6pp |
| Annual return | 16.70% | 24.70%-8.0pp | 64.97%-48.3pp | 34.64%-17.9pp |
| Employer contribution / active EE | $418 | $1,078-61.2% | $2,549-83.6% | $1,891-77.9% |
| Participant deferral / active EE | $660 | $2,072-68.1% | $4,614-85.7% | $3,080-78.6% |
| Admin fee / account holder | $3,260 | $3,437-5.2% | $7,673-57.5% | $3,454-5.6% |