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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 | $13,555 | $75,541-82.1% | $152,093-91.1% | $82,637-83.6% |
| Participation rate | 18.9% | 66.5%-47.6pp | 77.8%-58.8pp | 68.1%-49.1pp |
| Annual return | 17.04% | 32.56%-15.5pp | 66.36%-49.3pp | 53.51%-36.5pp |
| Employer contribution / active EE | $495 | $2,622-81.1% | $4,175-88.1% | $2,552-80.6% |
| Participant deferral / active EE | $1,003 | $3,206-68.7% | $5,451-81.6% | $4,126-75.7% |
| Admin fee / account holder | $3,468 | $6,405-45.8% | $14,497-76.1% | $7,339-52.7% |