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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 | $16,369 | $86,050-81.0% | $189,758-91.4% | $94,015-82.6% |
| Participation rate | 48.1% | 68.9%-20.8pp | 79.8%-31.7pp | 70.8%-22.8pp |
| Annual return | 15.19% | 17.77%-2.6pp | 52.62%-37.4pp | 17.84%-2.7pp |
| Employer contribution / active EE | $1,031 | $2,819-63.4% | $4,767-78.4% | $2,790-63.0% |
| Participant deferral / active EE | $1,201 | $3,349-64.1% | $5,856-79.5% | $4,249-71.7% |
| Admin fee / account holder | $1,593 | $6,627-76.0% | $20,388-92.2% | $8,951-82.2% |