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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 | $15,306 | $59,440-74.3% | $78,004-80.4% | $82,637-81.5% |
| Participation rate | 57.1% | 62.8%-5.7pp | 69.4%-12.3pp | 68.1%-10.9pp |
| Annual return | 18.94% | 40.24%-21.3pp | 31.07%-12.1pp | 53.51%-34.6pp |
| Employer contribution / active EE | $559 | $1,750-68.1% | $2,469-77.4% | $2,552-78.1% |
| Participant deferral / active EE | $1,335 | $3,138-57.5% | $4,092-67.4% | $4,126-67.6% |
| Admin fee / account holder | $1,603 | $5,504-70.9% | $7,578-78.8% | $7,339-78.2% |