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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 | $21,868 | $43,496-49.7% | $161,489-86.5% | $64,340-66.0% |
| Participation rate | 34.3% | 53.5%-19.3pp | 78.7%-44.4pp | 55.2%-21.0pp |
| Annual return | 19.90% | 20.76%-0.9pp | 89.72%-69.8pp | 24.14%-4.2pp |
| Employer contribution / active EE | $688 | $1,431-51.9% | $4,268-83.9% | $1,862-63.1% |
| Participant deferral / active EE | $1,260 | $1,996-36.9% | $5,630-77.6% | $2,980-57.7% |
| Admin fee / account holder | $3,091 | $2,330+32.6% | $16,006-80.7% | $3,703-16.5% |