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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 | $17,928 | $55,453-67.7% | $170,435-89.5% | $62,293-71.2% |
| Participation rate | 23.6% | 66.4%-42.8pp | 83.6%-60.0pp | 69.5%-45.9pp |
| Annual return | 23.00% | 21.38%+1.6pp | 205.94%-182.9pp | 28.90%-5.9pp |
| Employer contribution / active EE | $644 | $2,164-70.2% | $5,432-88.1% | $2,042-68.5% |
| Participant deferral / active EE | $1,166 | $2,303-49.4% | $4,939-76.4% | $3,169-63.2% |
| Admin fee / account holder | $611 | $455+34.3% | $13,881-95.6% | $479+27.5% |