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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 | $19,992 | $81,331-75.4% | $155,534-87.1% | $80,935-75.3% |
| Participation rate | 42.4% | 66.3%-23.8pp | 78.2%-35.8pp | 67.7%-25.2pp |
| Annual return | 11.11% | 33.37%-22.3pp | 64.92%-53.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $727 | $3,105-76.6% | $4,675-84.5% | $2,757-73.6% |
| Participant deferral / active EE | $1,569 | $3,454-54.6% | $5,630-72.1% | $4,299-63.5% |
| Admin fee / account holder | $2,610 | $7,999-67.4% | $15,900-83.6% | $6,924-62.3% |