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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 | $19,762 | $71,230-72.3% | $93,727-78.9% | $80,959-75.6% |
| Participation rate | 17.6% | 60.4%-42.7pp | 68.7%-51.1pp | 67.7%-50.0pp |
| Annual return | 11.90% | 11.26%+0.6pp | 133.83%-121.9pp | 35.67%-23.8pp |
| Employer contribution / active EE | $417 | $1,565-73.4% | $2,421-82.8% | $2,757-84.9% |
| Participant deferral / active EE | $1,308 | $4,037-67.6% | $4,417-70.4% | $4,300-69.6% |
| Admin fee / account holder | $3,499 | $6,961-49.7% | $8,292-57.8% | $6,925-49.5% |