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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 | $14,264 | $45,343-68.5% | $150,298-90.5% | $67,986-79.0% |
| Participation rate | 22.2% | 51.9%-29.6pp | 77.8%-55.5pp | 57.2%-35.0pp |
| Annual return | 20.22% | 33.28%-13.1pp | 62.79%-42.6pp | 31.67%-11.4pp |
| Employer contribution / active EE | $437 | $1,462-70.1% | $4,154-89.5% | $2,019-78.3% |
| Participant deferral / active EE | $848 | $2,055-58.7% | $5,453-84.4% | $3,358-74.7% |
| Admin fee / account holder | $2,251 | $2,250+0.1% | $14,116-84.1% | $3,203-29.7% |