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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 | $17,088 | $81,358-79.0% | $155,556-89.0% | $80,959-78.9% |
| Participation rate | 45.8% | 66.3%-20.5pp | 78.2%-32.5pp | 67.7%-21.9pp |
| Annual return | 11.28% | 33.39%-22.1pp | 64.84%-53.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $995 | $3,106-68.0% | $4,675-78.7% | $2,757-63.9% |
| Participant deferral / active EE | $2,224 | $3,455-35.6% | $5,631-60.5% | $4,300-48.3% |
| Admin fee / account holder | $1,611 | $7,994-79.8% | $15,885-89.9% | $6,925-76.7% |