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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 | $15,268 | $57,140-73.3% | $85,240-82.1% | $80,959-81.1% |
| Participation rate | 44.8% | 56.4%-11.6pp | 67.5%-22.7pp | 67.7%-22.8pp |
| Annual return | 20.63% | 21.71%-1.1pp | 66.75%-46.1pp | 35.67%-15.0pp |
| Employer contribution / active EE | $899 | $1,802-50.1% | $2,735-67.1% | $2,757-67.4% |
| Participant deferral / active EE | $1,398 | $3,115-55.1% | $4,527-69.1% | $4,300-67.5% |
| Admin fee / account holder | $1,532 | $4,992-69.3% | $6,165-75.1% | $6,925-77.9% |