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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 | $41,016-65.2% | $152,093-90.6% | $64,097-77.7% |
| Participation rate | 26.0% | 51.3%-25.3pp | 77.8%-51.8pp | 55.2%-29.2pp |
| Annual return | 16.93% | 39.60%-22.7pp | 66.36%-49.4pp | 34.64%-17.7pp |
| Employer contribution / active EE | $634 | $1,342-52.8% | $4,175-84.8% | $1,891-66.5% |
| Participant deferral / active EE | $1,198 | $1,927-37.8% | $5,451-78.0% | $3,080-61.1% |
| Admin fee / account holder | $2,914 | $2,305+26.4% | $14,497-79.9% | $3,454-15.6% |