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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 | $15,397 | $48,078-68.0% | $78,676-80.4% | $62,881-75.5% |
| Participation rate | 45.6% | 65.2%-19.6pp | 73.6%-28.0pp | 69.3%-23.7pp |
| Annual return | 7.95% | 31.36%-23.4pp | 62.19%-54.2pp | 20.14%-12.2pp |
| Employer contribution / active EE | $269 | $2,015-86.6% | $2,850-90.5% | $2,281-88.2% |
| Participant deferral / active EE | $1,777 | $2,587-31.3% | $3,517-49.5% | $3,203-44.5% |
| Admin fee / account holder | $3,144 | $3,206-1.9% | $4,510-30.3% | $4,296-26.8% |