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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 | $18,674 | $77,814-76.0% | $158,223-88.2% | $86,983-78.5% |
| Participation rate | 34.9% | 68.4%-33.5pp | 79.2%-44.3pp | 69.5%-34.7pp |
| Annual return | 18.36% | 30.54%-12.2pp | 52.09%-33.7pp | 25.83%-7.5pp |
| Employer contribution / active EE | $1,101 | $2,592-57.5% | $4,109-73.2% | $2,584-57.4% |
| Participant deferral / active EE | $1,810 | $3,270-44.6% | $5,467-66.9% | $4,194-56.8% |
| Admin fee / account holder | $1,531 | $5,879-74.0% | $16,047-90.5% | $7,856-80.5% |