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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 | $14,852 | $76,407-80.6% | $150,298-90.1% | $82,448-82.0% |
| Participation rate | 51.9% | 66.4%-14.5pp | 77.8%-25.9pp | 68.1%-16.2pp |
| Annual return | 18.56% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $498 | $2,614-81.0% | $4,154-88.0% | $2,551-80.5% |
| Participant deferral / active EE | $2,572 | $3,214-20.0% | $5,453-52.8% | $4,139-37.9% |
| Admin fee / account holder | $822 | $6,352-87.1% | $14,116-94.2% | $7,234-88.6% |