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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 | $18,080 | $46,464-61.1% | $150,298-88.0% | $79,634-77.3% |
| Participation rate | 18.0% | 57.0%-38.9pp | 77.8%-59.7pp | 62.5%-44.4pp |
| Annual return | 38.87% | 27.89%+11.0pp | 62.79%-23.9pp | 36.46%+2.4pp |
| Employer contribution / active EE | $471 | $1,512-68.9% | $4,154-88.7% | $2,529-81.4% |
| Participant deferral / active EE | $1,194 | $2,157-44.6% | $5,453-78.1% | $3,835-68.9% |
| Admin fee / account holder | $2,976 | $891+234.1% | $14,116-78.9% | $1,002+197.1% |