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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 | $24,432 | $84,236-71.0% | $170,435-85.7% | $70,126-65.2% |
| Participation rate | 17.9% | 70.8%-53.0pp | 83.6%-65.7pp | 69.5%-51.7pp |
| Annual return | 13.20% | 23.06%-9.9pp | 205.94%-192.7pp | 73.15%-59.9pp |
| Employer contribution / active EE | $418 | $3,387-87.7% | $5,432-92.3% | $2,343-82.2% |
| Participant deferral / active EE | $1,044 | $3,086-66.2% | $4,939-78.9% | $3,332-68.7% |
| Admin fee / account holder | $640 | $5,698-88.8% | $13,881-95.4% | $4,645-86.2% |