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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 | $81,262-75.4% | $155,602-87.2% | $80,911-75.3% |
| Participation rate | 42.4% | 66.2%-23.8pp | 78.2%-35.8pp | 67.6%-25.2pp |
| Annual return | 11.11% | 33.34%-22.2pp | 64.81%-53.7pp | 35.63%-24.5pp |
| Employer contribution / active EE | $727 | $3,102-76.6% | $4,675-84.5% | $2,756-73.6% |
| Participant deferral / active EE | $1,569 | $3,451-54.5% | $5,629-72.1% | $4,297-63.5% |
| Admin fee / account holder | $2,610 | $7,992-67.3% | $15,923-83.6% | $6,935-62.4% |