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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 | $16,181 | $81,233-80.1% | $155,567-89.6% | $80,874-80.0% |
| Participation rate | 33.3% | 66.2%-32.9pp | 78.2%-44.9pp | 67.6%-34.3pp |
| Annual return | 16.15% | 33.33%-17.2pp | 64.74%-48.6pp | 35.62%-19.5pp |
| Employer contribution / active EE | $822 | $3,101-73.5% | $4,674-82.4% | $2,756-70.2% |
| Participant deferral / active EE | $1,878 | $3,452-45.6% | $5,628-66.6% | $4,297-56.3% |
| Admin fee / account holder | $1,874 | $7,998-76.6% | $15,916-88.2% | $6,935-73.0% |