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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 | $14,997 | $75,541-80.1% | $152,093-90.1% | $82,637-81.9% |
| Participation rate | 40.4% | 66.5%-26.2pp | 77.8%-37.4pp | 68.1%-27.7pp |
| Annual return | 19.31% | 32.56%-13.3pp | 66.36%-47.1pp | 53.51%-34.2pp |
| Employer contribution / active EE | $379 | $2,622-85.5% | $4,175-90.9% | $2,552-85.1% |
| Participant deferral / active EE | $1,101 | $3,206-65.6% | $5,451-79.8% | $4,126-73.3% |
| Admin fee / account holder | $731 | $6,405-88.6% | $14,497-95.0% | $7,339-90.0% |