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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 | $17,233 | $76,407-77.4% | $150,298-88.5% | $82,448-79.1% |
| Participation rate | 34.8% | 66.4%-31.6pp | 77.8%-43.0pp | 68.1%-33.3pp |
| Annual return | 32.41% | 39.99%-7.6pp | 62.79%-30.4pp | 41.64%-9.2pp |
| Employer contribution / active EE | $471 | $2,614-82.0% | $4,154-88.7% | $2,551-81.5% |
| Participant deferral / active EE | $1,098 | $3,214-65.8% | $5,453-79.9% | $4,139-73.5% |
| Admin fee / account holder | $2,635 | $6,352-58.5% | $14,116-81.3% | $7,234-63.6% |