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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 | $75,541-75.7% | $152,093-88.0% | $82,637-77.8% |
| Participation rate | 31.7% | 66.5%-34.9pp | 77.8%-46.1pp | 68.1%-36.4pp |
| Annual return | 21.92% | 32.56%-10.6pp | 66.36%-44.4pp | 53.51%-31.6pp |
| Employer contribution / active EE | $1,010 | $2,622-61.5% | $4,175-75.8% | $2,552-60.4% |
| Participant deferral / active EE | $1,847 | $3,206-42.4% | $5,451-66.1% | $4,126-55.2% |
| Admin fee / account holder | $1,039 | $6,405-83.8% | $14,497-92.8% | $7,339-85.8% |