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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 | $16,121 | $81,358-80.2% | $155,556-89.6% | $80,959-80.1% |
| Participation rate | 39.0% | 66.3%-27.3pp | 78.2%-39.3pp | 67.7%-28.7pp |
| Annual return | 12.88% | 33.39%-20.5pp | 64.84%-52.0pp | 35.67%-22.8pp |
| Employer contribution / active EE | $1,021 | $3,106-67.1% | $4,675-78.2% | $2,757-63.0% |
| Participant deferral / active EE | $1,648 | $3,455-52.3% | $5,631-70.7% | $4,300-61.7% |
| Admin fee / account holder | $1,872 | $7,994-76.6% | $15,885-88.2% | $6,925-73.0% |