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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 | $16,606 | $81,276-79.6% | $155,574-89.3% | $80,925-79.5% |
| Participation rate | 42.1% | 66.2%-24.1pp | 78.2%-36.1pp | 67.7%-25.6pp |
| Annual return | 10.86% | 33.36%-22.5pp | 64.87%-54.0pp | 35.65%-24.8pp |
| Employer contribution / active EE | $552 | $3,103-82.2% | $4,676-88.2% | $2,756-80.0% |
| Participant deferral / active EE | $1,748 | $3,453-49.4% | $5,629-68.9% | $4,299-59.3% |
| Admin fee / account holder | $819 | $7,993-89.8% | $15,914-94.9% | $6,940-88.2% |