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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 | $18,426 | $75,541-75.6% | $152,093-87.9% | $82,637-77.7% |
| Participation rate | 41.0% | 66.5%-25.5pp | 77.8%-36.7pp | 68.1%-27.0pp |
| Annual return | 20.34% | 32.56%-12.2pp | 66.36%-46.0pp | 53.51%-33.2pp |
| Employer contribution / active EE | $476 | $2,622-81.9% | $4,175-88.6% | $2,552-81.4% |
| Participant deferral / active EE | $905 | $3,206-71.8% | $5,451-83.4% | $4,126-78.1% |
| Admin fee / account holder | $968 | $6,405-84.9% | $14,497-93.3% | $7,339-86.8% |