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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 | $16,126 | $81,233-80.1% | $155,567-89.6% | $80,874-80.1% |
| Participation rate | 44.3% | 66.2%-21.9pp | 78.2%-33.9pp | 67.6%-23.3pp |
| Annual return | 16.57% | 33.33%-16.8pp | 64.74%-48.2pp | 35.62%-19.0pp |
| Employer contribution / active EE | $868 | $3,101-72.0% | $4,674-81.4% | $2,756-68.5% |
| Participant deferral / active EE | $2,112 | $3,452-38.8% | $5,628-62.5% | $4,297-50.9% |
| Admin fee / account holder | $1,490 | $7,998-81.4% | $15,916-90.6% | $6,935-78.5% |