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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 | $17,311 | $81,358-78.7% | $155,556-88.9% | $80,959-78.6% |
| Participation rate | 50.9% | 66.3%-15.3pp | 78.2%-27.3pp | 67.7%-16.7pp |
| Annual return | 16.06% | 33.39%-17.3pp | 64.84%-48.8pp | 35.67%-19.6pp |
| Employer contribution / active EE | $860 | $3,106-72.3% | $4,675-81.6% | $2,757-68.8% |
| Participant deferral / active EE | $1,770 | $3,455-48.8% | $5,631-68.6% | $4,300-58.8% |
| Admin fee / account holder | $950 | $7,994-88.1% | $15,885-94.0% | $6,925-86.3% |