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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 | $18,246 | $77,638-76.5% | $156,551-88.3% | $62,881-71.0% |
| Participation rate | 41.4% | 71.2%-29.8pp | 84.0%-42.6pp | 69.3%-27.9pp |
| Annual return | 5.83% | 50.33%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $892 | $3,444-74.1% | $5,501-83.8% | $2,281-60.9% |
| Participant deferral / active EE | $3,590 | $3,046+17.9% | $4,871-26.3% | $3,203+12.1% |
| Admin fee / account holder | $547 | $5,561-90.2% | $13,028-95.8% | $4,296-87.3% |