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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 | $19,982 | $45,343-55.9% | $150,298-86.7% | $67,986-70.6% |
| Participation rate | 19.6% | 51.9%-32.3pp | 77.8%-58.2pp | 57.2%-37.6pp |
| Annual return | 12.27% | 33.28%-21.0pp | 62.79%-50.5pp | 31.67%-19.4pp |
| Employer contribution / active EE | $235 | $1,462-83.9% | $4,154-94.3% | $2,019-88.4% |
| Participant deferral / active EE | $734 | $2,055-64.3% | $5,453-86.5% | $3,358-78.1% |
| Admin fee / account holder | $2,794 | $2,250+24.2% | $14,116-80.2% | $3,203-12.8% |