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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 | $41,016-55.5% | $152,093-88.0% | $64,097-71.5% |
| Participation rate | 40.6% | 51.3%-10.8pp | 77.8%-37.2pp | 55.2%-14.6pp |
| Annual return | 18.21% | 39.60%-21.4pp | 66.36%-48.2pp | 34.64%-16.4pp |
| Employer contribution / active EE | $687 | $1,342-48.8% | $4,175-83.5% | $1,891-63.7% |
| Participant deferral / active EE | $1,580 | $1,927-18.0% | $5,451-71.0% | $3,080-48.7% |
| Admin fee / account holder | $1,235 | $2,305-46.4% | $14,497-91.5% | $3,454-64.2% |