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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 | $18,471 | $81,358-77.3% | $155,556-88.1% | $80,959-77.2% |
| Participation rate | 53.8% | 66.3%-12.4pp | 78.2%-24.4pp | 67.7%-13.8pp |
| Annual return | 18.22% | 33.39%-15.2pp | 64.84%-46.6pp | 35.67%-17.4pp |
| Employer contribution / active EE | $933 | $3,106-70.0% | $4,675-80.0% | $2,757-66.2% |
| Participant deferral / active EE | $1,399 | $3,455-59.5% | $5,631-75.2% | $4,300-67.5% |
| Admin fee / account holder | $2,610 | $7,994-67.4% | $15,885-83.6% | $6,925-62.3% |