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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 | $18,021 | $61,391-70.6% | $149,723-88.0% | $71,529-74.8% |
| Participation rate | 39.4% | 62.5%-23.1pp | 78.8%-39.4pp | 67.9%-28.5pp |
| Annual return | 16.09% | 35.88%-19.8pp | 134.50%-118.4pp | 28.97%-12.9pp |
| Employer contribution / active EE | $690 | $2,384-71.1% | $4,821-85.7% | $2,590-73.4% |
| Participant deferral / active EE | $1,213 | $2,921-58.5% | $5,682-78.7% | $4,291-71.7% |
| Admin fee / account holder | $647 | $1,264-48.9% | $13,215-95.1% | $1,588-59.3% |