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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 | $17,564 | $76,407-77.0% | $150,298-88.3% | $82,448-78.7% |
| Participation rate | 35.4% | 66.4%-31.0pp | 77.8%-42.4pp | 68.1%-32.7pp |
| Annual return | 19.05% | 39.99%-20.9pp | 62.79%-43.7pp | 41.64%-22.6pp |
| Employer contribution / active EE | $981 | $2,614-62.5% | $4,154-76.4% | $2,551-61.6% |
| Participant deferral / active EE | $1,814 | $3,214-43.6% | $5,453-66.7% | $4,139-56.2% |
| Admin fee / account holder | $1,549 | $6,352-75.6% | $14,116-89.0% | $7,234-78.6% |