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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 | $17,660 | $76,407-76.9% | $150,298-88.2% | $82,448-78.6% |
| Participation rate | 39.4% | 66.4%-27.0pp | 77.8%-38.4pp | 68.1%-28.7pp |
| Annual return | 13.88% | 39.99%-26.1pp | 62.79%-48.9pp | 41.64%-27.8pp |
| Employer contribution / active EE | $770 | $2,614-70.5% | $4,154-81.5% | $2,551-69.8% |
| Participant deferral / active EE | $1,693 | $3,214-47.3% | $5,453-69.0% | $4,139-59.1% |
| Admin fee / account holder | $6,496 | $6,352+2.3% | $14,116-54.0% | $7,234-10.2% |