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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 | $14,068 | $45,343-69.0% | $150,298-90.6% | $67,986-79.3% |
| Participation rate | 38.9% | 51.9%-12.9pp | 77.8%-38.8pp | 57.2%-18.3pp |
| Annual return | 19.29% | 33.28%-14.0pp | 62.79%-43.5pp | 31.67%-12.4pp |
| Employer contribution / active EE | $732 | $1,462-49.9% | $4,154-82.4% | $2,019-63.7% |
| Participant deferral / active EE | $960 | $2,055-53.3% | $5,453-82.4% | $3,358-71.4% |
| Admin fee / account holder | $1,023 | $2,250-54.5% | $14,116-92.8% | $3,203-68.1% |