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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 | $17,524 | $76,407-77.1% | $150,298-88.3% | $82,448-78.7% |
| Participation rate | 57.1% | 66.4%-9.3pp | 77.8%-20.6pp | 68.1%-10.9pp |
| Annual return | 15.43% | 39.99%-24.6pp | 62.79%-47.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,092 | $2,614-58.2% | $4,154-73.7% | $2,551-57.2% |
| Participant deferral / active EE | $2,608 | $3,214-18.9% | $5,453-52.2% | $4,139-37.0% |
| Admin fee / account holder | $1,195 | $6,352-81.2% | $14,116-91.5% | $7,234-83.5% |