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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 | $15,729 | $59,440-73.5% | $78,004-79.8% | $82,637-81.0% |
| Participation rate | 41.7% | 62.8%-21.2pp | 69.4%-27.8pp | 68.1%-26.4pp |
| Annual return | 16.88% | 40.24%-23.4pp | 31.07%-14.2pp | 53.51%-36.6pp |
| Employer contribution / active EE | $386 | $1,750-78.0% | $2,469-84.4% | $2,552-84.9% |
| Participant deferral / active EE | $1,405 | $3,138-55.2% | $4,092-65.7% | $4,126-65.9% |
| Admin fee / account holder | $4,914 | $5,504-10.7% | $7,578-35.2% | $7,339-33.0% |