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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 | $16,692 | $81,358-79.5% | $155,556-89.3% | $80,959-79.4% |
| Participation rate | 56.2% | 66.3%-10.1pp | 78.2%-22.0pp | 67.7%-11.5pp |
| Annual return | 12.20% | 33.39%-21.2pp | 64.84%-52.6pp | 35.67%-23.5pp |
| Employer contribution / active EE | $832 | $3,106-73.2% | $4,675-82.2% | $2,757-69.8% |
| Participant deferral / active EE | $1,776 | $3,455-48.6% | $5,631-68.5% | $4,300-58.7% |
| Admin fee / account holder | $4,886 | $7,994-38.9% | $15,885-69.2% | $6,925-29.4% |