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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 | $12,316 | $43,496-71.7% | $161,489-92.4% | $64,340-80.9% |
| Participation rate | 24.1% | 53.5%-29.5pp | 78.7%-54.6pp | 55.2%-31.2pp |
| Annual return | 28.14% | 20.76%+7.4pp | 89.72%-61.6pp | 24.14%+4.0pp |
| Employer contribution / active EE | $367 | $1,431-74.3% | $4,268-91.4% | $1,862-80.3% |
| Participant deferral / active EE | $681 | $1,996-65.9% | $5,630-87.9% | $2,980-77.1% |
| Admin fee / account holder | $1,002 | $2,330-57.0% | $16,006-93.7% | $3,703-72.9% |