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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 | $16,559 | $61,356-73.0% | $149,696-88.9% | $71,511-76.8% |
| Participation rate | 19.0% | 62.5%-43.5pp | 78.8%-59.8pp | 67.9%-49.0pp |
| Annual return | 23.64% | 35.86%-12.2pp | 134.46%-110.8pp | 28.86%-5.2pp |
| Employer contribution / active EE | $1,118 | $2,382-53.0% | $4,821-76.8% | $2,589-56.8% |
| Participant deferral / active EE | $1,438 | $2,920-50.8% | $5,682-74.7% | $4,291-66.5% |
| Admin fee / account holder | $1,885 | $1,263+49.2% | $13,212-85.7% | $1,588+18.7% |