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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 | $14,290 | $43,749-67.3% | $158,223-91.0% | $65,306-78.1% |
| Participation rate | 26.0% | 56.9%-30.9pp | 79.2%-53.2pp | 57.7%-31.7pp |
| Annual return | 16.93% | 19.41%-2.5pp | 52.09%-35.2pp | 21.94%-5.0pp |
| Employer contribution / active EE | $634 | $1,497-57.7% | $4,109-84.6% | $1,967-67.8% |
| Participant deferral / active EE | $1,198 | $2,019-40.6% | $5,467-78.1% | $2,959-59.5% |
| Admin fee / account holder | $2,914 | $1,930+51.0% | $16,047-81.8% | $3,480-16.3% |