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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 | $17,604 | $46,464-62.1% | $150,298-88.3% | $79,634-77.9% |
| Participation rate | 18.5% | 57.0%-38.5pp | 77.8%-59.3pp | 62.5%-44.0pp |
| Annual return | 19.61% | 27.89%-8.3pp | 62.79%-43.2pp | 36.46%-16.9pp |
| Employer contribution / active EE | $504 | $1,512-66.7% | $4,154-87.9% | $2,529-80.1% |
| Participant deferral / active EE | $886 | $2,157-58.9% | $5,453-83.7% | $3,835-76.9% |
| Admin fee / account holder | $2,698 | $891+202.9% | $14,116-80.9% | $1,002+169.2% |