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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 | $63,703-72.4% | $93,063-81.1% | $82,448-78.7% |
| Participation rate | 61.8% | 63.8%-2.1pp | 72.1%-10.3pp | 68.1%-6.3pp |
| Annual return | 17.11% | -775.43%+792.5pp | 34.15%-17.0pp | 41.64%-24.5pp |
| Employer contribution / active EE | $806 | $1,729-53.4% | $2,476-67.4% | $2,551-68.4% |
| Participant deferral / active EE | $1,585 | $2,919-45.7% | $3,958-60.0% | $4,139-61.7% |
| Admin fee / account holder | $1,487 | $5,982-75.1% | $6,033-75.4% | $7,234-79.5% |