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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 | $14,496 | $77,814-81.4% | $158,223-90.8% | $86,983-83.3% |
| Participation rate | 40.0% | 68.4%-28.4pp | 79.2%-39.2pp | 69.5%-29.5pp |
| Annual return | 16.67% | 30.54%-13.9pp | 52.09%-35.4pp | 25.83%-9.2pp |
| Employer contribution / active EE | $1,312 | $2,592-49.4% | $4,109-68.1% | $2,584-49.2% |
| Participant deferral / active EE | $2,365 | $3,270-27.7% | $5,467-56.7% | $4,194-43.6% |
| Admin fee / account holder | $2,531 | $5,879-57.0% | $16,047-84.2% | $7,856-67.8% |