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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 | $15,169 | $49,249-69.2% | $70,476-78.5% | $79,852-81.0% |
| Participation rate | 34.6% | 69.2%-34.5pp | 75.1%-40.4pp | 69.6%-35.0pp |
| Annual return | 25.81% | 30.09%-4.3pp | 109.12%-83.3pp | 31.72%-5.9pp |
| Employer contribution / active EE | $610 | $2,100-70.9% | $2,738-77.7% | $2,471-75.3% |
| Participant deferral / active EE | $1,211 | $2,769-56.3% | $3,710-67.4% | $3,740-67.6% |
| Admin fee / account holder | $644 | $2,878-77.6% | $3,847-83.2% | $5,306-87.9% |