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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 | $20,686 | $104,650-80.2% | $83,854-75.3% | $155,188-86.7% |
| Participation rate | 18.8% | 65.1%-46.3pp | 59.1%-40.4pp | 80.8%-62.1pp |
| Annual return | 15.58% | 28.97%-13.4pp | 31.39%-15.8pp | 148.84%-133.3pp |
| Employer contribution / active EE | $363 | $1,196-69.7% | $1,017-64.3% | $4,248-91.5% |
| Participant deferral / active EE | $549 | $2,367-76.8% | $2,035-73.0% | $6,531-91.6% |
| Admin fee / account holder | $2,615 | $3,518-25.7% | $3,197-18.2% | $14,480-81.9% |