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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 | $18,130 | $81,331-77.7% | $155,534-88.3% | $80,935-77.6% |
| Participation rate | 29.9% | 66.3%-36.4pp | 78.2%-48.4pp | 67.7%-37.8pp |
| Annual return | 12.80% | 33.37%-20.6pp | 64.92%-52.1pp | 35.66%-22.9pp |
| Employer contribution / active EE | $700 | $3,105-77.5% | $4,675-85.0% | $2,757-74.6% |
| Participant deferral / active EE | $1,476 | $3,454-57.3% | $5,630-73.8% | $4,299-65.7% |
| Admin fee / account holder | $2,448 | $7,999-69.4% | $15,900-84.6% | $6,924-64.7% |