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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 | $81,262-79.1% | $155,602-89.1% | $80,911-79.0% |
| Participation rate | 42.9% | 66.2%-23.4pp | 78.2%-35.3pp | 67.6%-24.8pp |
| Annual return | 16.16% | 33.34%-17.2pp | 64.81%-48.6pp | 35.63%-19.5pp |
| Employer contribution / active EE | $1,124 | $3,102-63.8% | $4,675-76.0% | $2,756-59.2% |
| Participant deferral / active EE | $1,863 | $3,451-46.0% | $5,629-66.9% | $4,297-56.6% |
| Admin fee / account holder | $545 | $7,992-93.2% | $15,923-96.6% | $6,935-92.1% |