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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 | $17,582 | $77,814-77.4% | $158,223-88.9% | $86,983-79.8% |
| Participation rate | 62.5% | 68.4%-5.9pp | 79.2%-16.7pp | 69.5%-7.0pp |
| Annual return | 15.06% | 30.54%-15.5pp | 52.09%-37.0pp | 25.83%-10.8pp |
| Employer contribution / active EE | $701 | $2,592-73.0% | $4,109-82.9% | $2,584-72.9% |
| Participant deferral / active EE | $1,186 | $3,270-63.7% | $5,467-78.3% | $4,194-71.7% |
| Admin fee / account holder | $840 | $5,879-85.7% | $16,047-94.8% | $7,856-89.3% |