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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 | $16,329 | $56,063-70.9% | $76,051-78.5% | $80,911-79.8% |
| Participation rate | 37.2% | 62.0%-24.8pp | 69.1%-31.9pp | 67.6%-30.4pp |
| Annual return | 10.46% | 20.54%-10.1pp | 360.42%-350.0pp | 35.63%-25.2pp |
| Employer contribution / active EE | $506 | $1,874-73.0% | $2,690-81.2% | $2,756-81.6% |
| Participant deferral / active EE | $1,180 | $3,052-61.3% | $4,257-72.3% | $4,297-72.5% |
| Admin fee / account holder | $1,718 | $5,240-67.2% | $6,416-73.2% | $6,935-75.2% |