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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 | $17,856 | $36,595-51.2% | $88,179-79.8% | $71,012-74.9% |
| Participation rate | 17.3% | 29.2%-11.9pp | 69.1%-51.8pp | 58.6%-41.2pp |
| Annual return | 16.06% | 61.46%-45.4pp | 64.97%-48.9pp | 37.67%-21.6pp |
| Employer contribution / active EE | $303 | $787-61.5% | $2,549-88.1% | $2,348-87.1% |
| Participant deferral / active EE | $460 | $1,195-61.5% | $4,614-90.0% | $3,246-85.8% |
| Admin fee / account holder | $1,398 | $2,755-49.3% | $7,673-81.8% | $1,167+19.8% |