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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 | $71,197-72.2% | $93,669-78.9% | $80,925-75.6% |
| Participation rate | 17.6% | 60.4%-42.7pp | 68.7%-51.1pp | 67.7%-50.0pp |
| Annual return | 11.90% | 11.27%+0.6pp | 133.59%-121.7pp | 35.65%-23.8pp |
| Employer contribution / active EE | $417 | $1,565-73.3% | $2,424-82.8% | $2,756-84.9% |
| Participant deferral / active EE | $1,308 | $4,036-67.6% | $4,416-70.4% | $4,299-69.6% |
| Admin fee / account holder | $3,499 | $6,959-49.7% | $8,291-57.8% | $6,940-49.6% |