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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 | $17,442 | $81,276-78.5% | $155,574-88.8% | $80,925-78.4% |
| Participation rate | 39.3% | 66.2%-27.0pp | 78.2%-38.9pp | 67.7%-28.4pp |
| Annual return | 12.90% | 33.36%-20.5pp | 64.87%-52.0pp | 35.65%-22.7pp |
| Employer contribution / active EE | $819 | $3,103-73.6% | $4,676-82.5% | $2,756-70.3% |
| Participant deferral / active EE | $1,952 | $3,453-43.5% | $5,629-65.3% | $4,299-54.6% |
| Admin fee / account holder | $376 | $7,993-95.3% | $15,914-97.6% | $6,940-94.6% |