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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 | $17,475 | $76,407-77.1% | $150,298-88.4% | $82,448-78.8% |
| Participation rate | 18.0% | 66.4%-48.4pp | 77.8%-59.8pp | 68.1%-50.1pp |
| Annual return | 20.05% | 39.99%-19.9pp | 62.79%-42.7pp | 41.64%-21.6pp |
| Employer contribution / active EE | $518 | $2,614-80.2% | $4,154-87.5% | $2,551-79.7% |
| Participant deferral / active EE | $1,424 | $3,214-55.7% | $5,453-73.9% | $4,139-65.6% |
| Admin fee / account holder | $2,147 | $6,352-66.2% | $14,116-84.8% | $7,234-70.3% |