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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 | $18,035 | $45,343-60.2% | $150,298-88.0% | $67,986-73.5% |
| Participation rate | 40.1% | 51.9%-11.7pp | 77.8%-37.6pp | 57.2%-17.1pp |
| Annual return | 12.89% | 33.28%-20.4pp | 62.79%-49.9pp | 31.67%-18.8pp |
| Employer contribution / active EE | $510 | $1,462-65.1% | $4,154-87.7% | $2,019-74.7% |
| Participant deferral / active EE | $2,132 | $2,055+3.8% | $5,453-60.9% | $3,358-36.5% |
| Admin fee / account holder | $1,349 | $2,250-40.0% | $14,116-90.4% | $3,203-57.9% |