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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 | $78,690-76.3% | $161,489-88.4% | $87,485-78.7% |
| Participation rate | 34.9% | 67.5%-32.6pp | 78.7%-43.8pp | 68.9%-34.0pp |
| Annual return | 18.36% | 32.74%-14.4pp | 89.72%-71.4pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,101 | $2,588-57.5% | $4,268-74.2% | $2,596-57.6% |
| Participant deferral / active EE | $1,810 | $3,311-45.3% | $5,630-67.8% | $4,274-57.6% |
| Admin fee / account holder | $1,531 | $6,724-77.2% | $16,006-90.4% | $7,775-80.3% |