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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 | $19,713 | $81,358-75.8% | $155,556-87.3% | $80,959-75.7% |
| Participation rate | 30.8% | 66.3%-35.5pp | 78.2%-47.5pp | 67.7%-36.9pp |
| Annual return | 11.16% | 33.39%-22.2pp | 64.84%-53.7pp | 35.67%-24.5pp |
| Employer contribution / active EE | $425 | $3,106-86.3% | $4,675-90.9% | $2,757-84.6% |
| Participant deferral / active EE | $958 | $3,455-72.3% | $5,631-83.0% | $4,300-77.7% |
| Admin fee / account holder | $2,568 | $7,994-67.9% | $15,885-83.8% | $6,925-62.9% |