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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 | $18,325 | $76,407-76.0% | $150,298-87.8% | $82,448-77.8% |
| Participation rate | 31.7% | 66.4%-34.7pp | 77.8%-46.1pp | 68.1%-36.4pp |
| Annual return | 21.92% | 39.99%-18.1pp | 62.79%-40.9pp | 41.64%-19.7pp |
| Employer contribution / active EE | $1,010 | $2,614-61.3% | $4,154-75.7% | $2,551-60.4% |
| Participant deferral / active EE | $1,847 | $3,214-42.5% | $5,453-66.1% | $4,139-55.4% |
| Admin fee / account holder | $1,039 | $6,352-83.6% | $14,116-92.6% | $7,234-85.6% |