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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 | $19,935 | $66,431-70.0% | $109,916-81.9% | $85,851-76.8% |
| Participation rate | 27.6% | 63.9%-36.3pp | 74.2%-46.6pp | 69.3%-41.7pp |
| Annual return | 15.91% | 19.59%-3.7pp | 29.46%-13.5pp | 318.63%-302.7pp |
| Employer contribution / active EE | $385 | $1,688-77.2% | $2,844-86.5% | $2,565-85.0% |
| Participant deferral / active EE | $1,078 | $2,844-62.1% | $4,047-73.4% | $3,952-72.7% |
| Admin fee / account holder | $515 | $4,559-88.7% | $6,069-91.5% | $6,261-91.8% |