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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 | $9,617 | $75,541-87.3% | $152,093-93.7% | $82,637-88.4% |
| Participation rate | 44.4% | 66.5%-22.1pp | 77.8%-33.3pp | 68.1%-23.6pp |
| Annual return | 18.66% | 32.56%-13.9pp | 66.36%-47.7pp | 53.51%-34.8pp |
| Employer contribution / active EE | $741 | $2,622-71.7% | $4,175-82.3% | $2,552-71.0% |
| Participant deferral / active EE | $1,198 | $3,206-62.6% | $5,451-78.0% | $4,126-71.0% |
| Admin fee / account holder | $1,791 | $6,405-72.0% | $14,497-87.6% | $7,339-75.6% |