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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 | $15,044 | $106,974-85.9% | $90,796-83.4% | $138,895-89.2% |
| Participation rate | 36.4% | 74.9%-38.5pp | 69.5%-33.1pp | 79.9%-43.6pp |
| Annual return | 9.55% | 20.10%-10.6pp | 19.29%-9.7pp | 145.39%-135.8pp |
| Employer contribution / active EE | $201 | $2,609-92.3% | $2,294-91.2% | $4,194-95.2% |
| Participant deferral / active EE | $1,924 | $4,455-56.8% | $3,822-49.6% | $6,396-69.9% |
| Admin fee / account holder | $1,699 | $8,626-80.3% | $7,024-75.8% | $12,562-86.5% |