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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 | $15,087 | $77,814-80.6% | $158,223-90.5% | $86,983-82.7% |
| Participation rate | 46.4% | 68.4%-22.0pp | 79.2%-32.8pp | 69.5%-23.2pp |
| Annual return | 16.66% | 30.54%-13.9pp | 52.09%-35.4pp | 25.83%-9.2pp |
| Employer contribution / active EE | $694 | $2,592-73.2% | $4,109-83.1% | $2,584-73.1% |
| Participant deferral / active EE | $1,305 | $3,270-60.1% | $5,467-76.1% | $4,194-68.9% |
| Admin fee / account holder | $2,225 | $5,879-62.2% | $16,047-86.1% | $7,856-71.7% |