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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 | $16,351 | $45,126-63.8% | $85,187-80.8% | $74,459-78.0% |
| Participation rate | 20.6% | 49.4%-28.8pp | 67.5%-46.9pp | 67.2%-46.6pp |
| Annual return | 15.83% | 26.30%-10.5pp | 66.67%-50.8pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $857 | $1,460-41.3% | $2,732-68.6% | $2,626-67.4% |
| Participant deferral / active EE | $1,385 | $2,738-49.4% | $4,525-69.4% | $4,350-68.2% |
| Admin fee / account holder | $1,146 | $2,212-48.2% | $6,162-81.4% | $1,945-41.1% |