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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 | $18,802 | $81,331-76.9% | $155,534-87.9% | $80,935-76.8% |
| Participation rate | 31.6% | 66.3%-34.7pp | 78.2%-46.6pp | 67.7%-36.1pp |
| Annual return | 12.12% | 33.37%-21.3pp | 64.92%-52.8pp | 35.66%-23.5pp |
| Employer contribution / active EE | $594 | $3,105-80.9% | $4,675-87.3% | $2,757-78.4% |
| Participant deferral / active EE | $1,406 | $3,454-59.3% | $5,630-75.0% | $4,299-67.3% |
| Admin fee / account holder | $1,012 | $7,999-87.3% | $15,900-93.6% | $6,924-85.4% |