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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 | $15,991 | $81,331-80.3% | $155,534-89.7% | $80,935-80.2% |
| Participation rate | 49.1% | 66.3%-17.2pp | 78.2%-29.2pp | 67.7%-18.6pp |
| Annual return | 17.41% | 33.37%-16.0pp | 64.92%-47.5pp | 35.66%-18.3pp |
| Employer contribution / active EE | $1,087 | $3,105-65.0% | $4,675-76.8% | $2,757-60.6% |
| Participant deferral / active EE | $1,754 | $3,454-49.2% | $5,630-68.9% | $4,299-59.2% |
| Admin fee / account holder | $4,540 | $7,999-43.2% | $15,900-71.4% | $6,924-34.4% |