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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 | $13,541 | $58,627-76.9% | $76,735-82.4% | $82,448-83.6% |
| Participation rate | 36.4% | 63.2%-26.9pp | 69.5%-33.1pp | 68.1%-31.7pp |
| Annual return | 14.13% | 39.10%-25.0pp | 29.77%-15.6pp | 41.64%-27.5pp |
| Employer contribution / active EE | $887 | $1,729-48.7% | $2,454-63.9% | $2,551-65.2% |
| Participant deferral / active EE | $1,150 | $3,134-63.3% | $4,088-71.9% | $4,139-72.2% |
| Admin fee / account holder | $2,942 | $5,323-44.7% | $7,189-59.1% | $7,234-59.3% |