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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 | $18,993 | $45,343-58.1% | $150,298-87.4% | $67,986-72.1% |
| Participation rate | 43.5% | 51.9%-8.4pp | 77.8%-34.3pp | 57.2%-13.7pp |
| Annual return | 19.15% | 33.28%-14.1pp | 62.79%-43.6pp | 31.67%-12.5pp |
| Employer contribution / active EE | $575 | $1,462-60.7% | $4,154-86.2% | $2,019-71.5% |
| Participant deferral / active EE | $1,760 | $2,055-14.3% | $5,453-67.7% | $3,358-47.6% |
| Admin fee / account holder | $4,049 | $2,250+79.9% | $14,116-71.3% | $3,203+26.4% |