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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 | $20,212 | $46,464-56.5% | $150,298-86.6% | $79,634-74.6% |
| Participation rate | 14.7% | 57.0%-42.3pp | 77.8%-63.1pp | 62.5%-47.8pp |
| Annual return | 16.98% | 27.89%-10.9pp | 62.79%-45.8pp | 36.46%-19.5pp |
| Employer contribution / active EE | $298 | $1,512-80.3% | $4,154-92.8% | $2,529-88.2% |
| Participant deferral / active EE | $664 | $2,157-69.2% | $5,453-87.8% | $3,835-82.7% |
| Admin fee / account holder | $3,934 | $891+341.7% | $14,116-72.1% | $1,002+292.7% |