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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 | $19,600 | $102,245-80.8% | $89,340-78.1% | $137,256-85.7% |
| Participation rate | 41.7% | 74.9%-33.2pp | 69.6%-27.9pp | 80.0%-38.3pp |
| Annual return | 10.84% | 21.89%-11.1pp | 20.57%-9.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $526 | $2,529-79.2% | $2,231-76.4% | $4,156-87.4% |
| Participant deferral / active EE | $925 | $4,436-79.2% | $3,823-75.8% | $6,407-85.6% |
| Admin fee / account holder | $1,609 | $8,085-80.1% | $6,704-76.0% | $12,270-86.9% |