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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 | $81,358-80.2% | $155,556-89.6% | $80,959-80.1% |
| Participation rate | 44.3% | 66.3%-21.9pp | 78.2%-33.9pp | 67.7%-23.3pp |
| Annual return | 16.57% | 33.39%-16.8pp | 64.84%-48.3pp | 35.67%-19.1pp |
| Employer contribution / active EE | $868 | $3,106-72.0% | $4,675-81.4% | $2,757-68.5% |
| Participant deferral / active EE | $2,112 | $3,455-38.9% | $5,631-62.5% | $4,300-50.9% |
| Admin fee / account holder | $1,490 | $7,994-81.4% | $15,885-90.6% | $6,925-78.5% |