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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 | $21,513 | $61,391-65.0% | $149,723-85.6% | $71,529-69.9% |
| Participation rate | 34.1% | 62.5%-28.4pp | 78.8%-44.7pp | 67.9%-33.8pp |
| Annual return | 15.73% | 35.88%-20.1pp | 134.50%-118.8pp | 28.97%-13.2pp |
| Employer contribution / active EE | $615 | $2,384-74.2% | $4,821-87.2% | $2,590-76.2% |
| Participant deferral / active EE | $1,065 | $2,921-63.5% | $5,682-81.3% | $4,291-75.2% |
| Admin fee / account holder | $2,207 | $1,264+74.5% | $13,215-83.3% | $1,588+38.9% |