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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 | $16,997 | $81,358-79.1% | $155,556-89.1% | $80,959-79.0% |
| Participation rate | 42.9% | 66.3%-23.4pp | 78.2%-35.4pp | 67.7%-24.8pp |
| Annual return | 16.16% | 33.39%-17.2pp | 64.84%-48.7pp | 35.67%-19.5pp |
| Employer contribution / active EE | $1,124 | $3,106-63.8% | $4,675-76.0% | $2,757-59.2% |
| Participant deferral / active EE | $1,863 | $3,455-46.1% | $5,631-66.9% | $4,300-56.7% |
| Admin fee / account holder | $545 | $7,994-93.2% | $15,885-96.6% | $6,925-92.1% |