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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 | $17,019 | $61,356-72.3% | $149,696-88.6% | $71,511-76.2% |
| Participation rate | 47.7% | 62.5%-14.9pp | 78.8%-31.1pp | 67.9%-20.3pp |
| Annual return | 16.21% | 35.86%-19.7pp | 134.46%-118.2pp | 28.86%-12.6pp |
| Employer contribution / active EE | $561 | $2,382-76.4% | $4,821-88.4% | $2,589-78.3% |
| Participant deferral / active EE | $1,373 | $2,920-53.0% | $5,682-75.8% | $4,291-68.0% |
| Admin fee / account holder | $1,671 | $1,263+32.3% | $13,212-87.4% | $1,588+5.2% |