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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 | $14,290 | $45,343-68.5% | $150,298-90.5% | $67,986-79.0% |
| Participation rate | 26.0% | 51.9%-25.8pp | 77.8%-51.8pp | 57.2%-31.2pp |
| Annual return | 16.93% | 33.28%-16.3pp | 62.79%-45.9pp | 31.67%-14.7pp |
| Employer contribution / active EE | $634 | $1,462-56.7% | $4,154-84.7% | $2,019-68.6% |
| Participant deferral / active EE | $1,198 | $2,055-41.7% | $5,453-78.0% | $3,358-64.3% |
| Admin fee / account holder | $2,914 | $2,250+29.5% | $14,116-79.4% | $3,203-9.0% |