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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 | $17,423 | $81,358-78.6% | $155,556-88.8% | $80,959-78.5% |
| Participation rate | 32.7% | 66.3%-33.6pp | 78.2%-45.6pp | 67.7%-35.0pp |
| Annual return | 14.52% | 33.39%-18.9pp | 64.84%-50.3pp | 35.67%-21.1pp |
| Employer contribution / active EE | $858 | $3,106-72.4% | $4,675-81.6% | $2,757-68.9% |
| Participant deferral / active EE | $1,394 | $3,455-59.7% | $5,631-75.2% | $4,300-67.6% |
| Admin fee / account holder | $2,283 | $7,994-71.4% | $15,885-85.6% | $6,925-67.0% |