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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 | $14,690 | $61,356-76.1% | $149,696-90.2% | $71,511-79.5% |
| Participation rate | 19.8% | 62.5%-42.8pp | 78.8%-59.0pp | 67.9%-48.2pp |
| Annual return | 23.77% | 35.86%-12.1pp | 134.46%-110.7pp | 28.86%-5.1pp |
| Employer contribution / active EE | $635 | $2,382-73.4% | $4,821-86.8% | $2,589-75.5% |
| Participant deferral / active EE | $1,051 | $2,920-64.0% | $5,682-81.5% | $4,291-75.5% |
| Admin fee / account holder | $603 | $1,263-52.2% | $13,212-95.4% | $1,588-62.0% |