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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 | $16,514 | $78,690-79.0% | $161,489-89.8% | $87,485-81.1% |
| Participation rate | 38.3% | 67.5%-29.1pp | 78.7%-40.4pp | 68.9%-30.6pp |
| Annual return | 19.15% | 32.74%-13.6pp | 89.72%-70.6pp | 26.06%-6.9pp |
| Employer contribution / active EE | $830 | $2,588-67.9% | $4,268-80.6% | $2,596-68.0% |
| Participant deferral / active EE | $1,837 | $3,311-44.5% | $5,630-67.4% | $4,274-57.0% |
| Admin fee / account holder | $904 | $6,724-86.6% | $16,006-94.4% | $7,775-88.4% |