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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 | $41,016-51.3% | $152,093-86.9% | $64,097-68.8% |
| Participation rate | 19.6% | 51.3%-31.8pp | 77.8%-58.2pp | 55.2%-35.6pp |
| Annual return | 12.27% | 39.60%-27.3pp | 66.36%-54.1pp | 34.64%-22.4pp |
| Employer contribution / active EE | $235 | $1,342-82.5% | $4,175-94.4% | $1,891-87.6% |
| Participant deferral / active EE | $734 | $1,927-61.9% | $5,451-86.5% | $3,080-76.2% |
| Admin fee / account holder | $2,794 | $2,305+21.2% | $14,497-80.7% | $3,454-19.1% |