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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 | $17,569 | $63,354-72.3% | $94,105-81.3% | $82,637-78.7% |
| Participation rate | 61.8% | 63.8%-2.1pp | 71.9%-10.2pp | 68.1%-6.3pp |
| Annual return | 17.11% | 34.36%-17.2pp | 204.55%-187.4pp | 53.51%-36.4pp |
| Employer contribution / active EE | $806 | $1,760-54.2% | $2,504-67.8% | $2,552-68.4% |
| Participant deferral / active EE | $1,585 | $2,873-44.9% | $3,881-59.2% | $4,126-61.6% |
| Admin fee / account holder | $1,487 | $5,073-70.7% | $6,199-76.0% | $7,339-79.7% |