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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 | $18,250 | $45,343-59.8% | $150,298-87.9% | $67,986-73.2% |
| Participation rate | 40.6% | 51.9%-11.3pp | 77.8%-37.2pp | 57.2%-16.6pp |
| Annual return | 18.21% | 33.28%-15.1pp | 62.79%-44.6pp | 31.67%-13.5pp |
| Employer contribution / active EE | $687 | $1,462-53.0% | $4,154-83.5% | $2,019-66.0% |
| Participant deferral / active EE | $1,580 | $2,055-23.1% | $5,453-71.0% | $3,358-53.0% |
| Admin fee / account holder | $1,235 | $2,250-45.1% | $14,116-91.2% | $3,203-61.4% |