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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 | $19,664 | $64,920-69.7% | $103,693-81.0% | $86,983-77.4% |
| Participation rate | 32.8% | 63.6%-30.8pp | 72.6%-39.9pp | 69.5%-36.8pp |
| Annual return | 13.19% | 30.29%-17.1pp | 47.61%-34.4pp | 25.83%-12.6pp |
| Employer contribution / active EE | $875 | $2,141-59.2% | $2,920-70.1% | $2,584-66.2% |
| Participant deferral / active EE | $1,698 | $3,241-47.6% | $4,579-62.9% | $4,194-59.5% |
| Admin fee / account holder | $3,166 | $6,191-48.9% | $7,858-59.7% | $7,856-59.7% |