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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 | $16,309 | $61,356-73.4% | $149,696-89.1% | $71,511-77.2% |
| Participation rate | 36.5% | 62.5%-26.0pp | 78.8%-42.2pp | 67.9%-31.4pp |
| Annual return | 17.04% | 35.86%-18.8pp | 134.46%-117.4pp | 28.86%-11.8pp |
| Employer contribution / active EE | $624 | $2,382-73.8% | $4,821-87.1% | $2,589-75.9% |
| Participant deferral / active EE | $1,392 | $2,920-52.3% | $5,682-75.5% | $4,291-67.6% |
| Admin fee / account holder | $2,033 | $1,263+61.0% | $13,212-84.6% | $1,588+28.0% |