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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 | $19,801 | $45,266-56.3% | $103,693-80.9% | $65,306-69.7% |
| Participation rate | 10.9% | 53.3%-42.4pp | 72.6%-61.7pp | 57.7%-46.7pp |
| Annual return | 13.26% | 25.10%-11.8pp | 47.61%-34.3pp | 21.94%-8.7pp |
| Employer contribution / active EE | $303 | $1,765-82.8% | $2,920-89.6% | $1,967-84.6% |
| Participant deferral / active EE | $673 | $2,099-67.9% | $4,579-85.3% | $2,959-77.2% |
| Admin fee / account holder | $2,363 | $3,221-26.6% | $7,858-69.9% | $3,480-32.1% |