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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 | $16,780 | $76,407-78.0% | $150,298-88.8% | $82,448-79.6% |
| Participation rate | 23.9% | 66.4%-42.5pp | 77.8%-53.8pp | 68.1%-44.1pp |
| Annual return | 17.23% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.4pp |
| Employer contribution / active EE | $501 | $2,614-80.8% | $4,154-87.9% | $2,551-80.3% |
| Participant deferral / active EE | $866 | $3,214-73.1% | $5,453-84.1% | $4,139-79.1% |
| Admin fee / account holder | $817 | $6,352-87.1% | $14,116-94.2% | $7,234-88.7% |