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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 | $17,973 | $81,276-77.9% | $155,574-88.4% | $80,925-77.8% |
| Participation rate | 30.4% | 66.2%-35.8pp | 78.2%-47.8pp | 67.7%-37.2pp |
| Annual return | 13.96% | 33.36%-19.4pp | 64.87%-50.9pp | 35.65%-21.7pp |
| Employer contribution / active EE | $535 | $3,103-82.8% | $4,676-88.6% | $2,756-80.6% |
| Participant deferral / active EE | $1,134 | $3,453-67.2% | $5,629-79.9% | $4,299-73.6% |
| Admin fee / account holder | $2,166 | $7,993-72.9% | $15,914-86.4% | $6,940-68.8% |