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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 | $22,868 | $76,407-70.1% | $150,298-84.8% | $82,448-72.3% |
| Participation rate | 16.2% | 66.4%-50.2pp | 77.8%-61.5pp | 68.1%-51.9pp |
| Annual return | 17.44% | 39.99%-22.6pp | 62.79%-45.3pp | 41.64%-24.2pp |
| Employer contribution / active EE | $362 | $2,614-86.2% | $4,154-91.3% | $2,551-85.8% |
| Participant deferral / active EE | $1,008 | $3,214-68.6% | $5,453-81.5% | $4,139-75.7% |
| Admin fee / account holder | $910 | $6,352-85.7% | $14,116-93.6% | $7,234-87.4% |