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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 | $26,173 | $76,407-65.7% | $150,298-82.6% | $82,448-68.3% |
| Participation rate | 58.8% | 66.4%-7.6pp | 77.8%-18.9pp | 68.1%-9.2pp |
| Annual return | 18.91% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $820 | $2,614-68.6% | $4,154-80.3% | $2,551-67.9% |
| Participant deferral / active EE | $1,999 | $3,214-37.8% | $5,453-63.3% | $4,139-51.7% |
| Admin fee / account holder | $445 | $6,352-93.0% | $14,116-96.8% | $7,234-93.8% |