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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 | $17,236 | $57,590-70.1% | $86,233-80.0% | $82,448-79.1% |
| Participation rate | 26.2% | 57.9%-31.7pp | 69.0%-42.9pp | 68.1%-41.9pp |
| Annual return | 47.83% | 22.41%+25.4pp | 61.39%-13.6pp | 41.64%+6.2pp |
| Employer contribution / active EE | $278 | $1,655-83.2% | $2,504-88.9% | $2,551-89.1% |
| Participant deferral / active EE | $1,162 | $3,080-62.3% | $4,559-74.5% | $4,139-71.9% |
| Admin fee / account holder | $492 | $4,730-89.6% | $8,342-94.1% | $7,234-93.2% |