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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 | $16,877 | $51,202-67.0% | $70,548-76.1% | $75,181-77.6% |
| Participation rate | 44.1% | 61.0%-16.8pp | 68.3%-24.2pp | 67.2%-23.1pp |
| Annual return | 16.42% | 30.05%-13.6pp | 32.78%-16.4pp | 160.69%-144.3pp |
| Employer contribution / active EE | $1,066 | $1,827-41.7% | $2,975-64.2% | $2,671-60.1% |
| Participant deferral / active EE | $1,330 | $2,850-53.3% | $4,567-70.9% | $4,126-67.8% |
| Admin fee / account holder | $829 | $4,094-79.8% | $6,424-87.1% | $5,650-85.3% |