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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 | $22,796 | $76,407-70.2% | $150,298-84.8% | $82,448-72.4% |
| Participation rate | 51.6% | 66.4%-14.8pp | 77.8%-26.1pp | 68.1%-16.5pp |
| Annual return | 13.77% | 39.99%-26.2pp | 62.79%-49.0pp | 41.64%-27.9pp |
| Employer contribution / active EE | $684 | $2,614-73.8% | $4,154-83.5% | $2,551-73.2% |
| Participant deferral / active EE | $1,512 | $3,214-53.0% | $5,453-72.3% | $4,139-63.5% |
| Admin fee / account holder | $3,914 | $6,352-38.4% | $14,116-72.3% | $7,234-45.9% |