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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 | $19,572 | $76,407-74.4% | $150,298-87.0% | $82,448-76.3% |
| Participation rate | 47.6% | 66.4%-18.8pp | 77.8%-30.2pp | 68.1%-20.5pp |
| Annual return | 17.92% | 39.99%-22.1pp | 62.79%-44.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $1,394 | $2,614-46.7% | $4,154-66.4% | $2,551-45.3% |
| Participant deferral / active EE | $2,150 | $3,214-33.1% | $5,453-60.6% | $4,139-48.1% |
| Admin fee / account holder | $3,159 | $6,352-50.3% | $14,116-77.6% | $7,234-56.3% |