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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 | $17,853 | $76,407-76.6% | $150,298-88.1% | $82,448-78.3% |
| Participation rate | 30.8% | 66.4%-35.6pp | 77.8%-47.0pp | 68.1%-37.3pp |
| Annual return | 58.64% | 39.99%+18.7pp | 62.79%-4.1pp | 41.64%+17.0pp |
| Employer contribution / active EE | $680 | $2,614-74.0% | $4,154-83.6% | $2,551-73.3% |
| Participant deferral / active EE | $977 | $3,214-69.6% | $5,453-82.1% | $4,139-76.4% |
| Admin fee / account holder | $757 | $6,352-88.1% | $14,116-94.6% | $7,234-89.5% |