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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 | $15,809 | $94,439-83.3% | $73,658-78.5% | $154,746-89.8% |
| Participation rate | 16.7% | 64.7%-48.0pp | 57.0%-40.4pp | 80.7%-64.0pp |
| Annual return | 16.71% | 28.25%-11.5pp | 29.72%-13.0pp | 172.34%-155.6pp |
| Employer contribution / active EE | $218 | $1,257-82.7% | $1,032-78.9% | $4,379-95.0% |
| Participant deferral / active EE | $379 | $2,527-85.0% | $2,062-81.6% | $6,730-94.4% |
| Admin fee / account holder | $3,879 | $3,843+0.9% | $3,357+15.5% | $14,365-73.0% |