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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 | $14,087 | $81,358-82.7% | $155,556-90.9% | $80,959-82.6% |
| Participation rate | 36.0% | 66.3%-30.3pp | 78.2%-42.2pp | 67.7%-31.7pp |
| Annual return | 17.71% | 33.39%-15.7pp | 64.84%-47.1pp | 35.67%-18.0pp |
| Employer contribution / active EE | $484 | $3,106-84.4% | $4,675-89.6% | $2,757-82.4% |
| Participant deferral / active EE | $1,581 | $3,455-54.3% | $5,631-71.9% | $4,300-63.2% |
| Admin fee / account holder | $490 | $7,994-93.9% | $15,885-96.9% | $6,925-92.9% |