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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 | $13,716 | $81,276-83.1% | $155,574-91.2% | $80,925-83.1% |
| Participation rate | 28.2% | 66.2%-38.0pp | 78.2%-50.0pp | 67.7%-39.5pp |
| Annual return | 23.08% | 33.36%-10.3pp | 64.87%-41.8pp | 35.65%-12.6pp |
| Employer contribution / active EE | $1,064 | $3,103-65.7% | $4,676-77.2% | $2,756-61.4% |
| Participant deferral / active EE | $2,968 | $3,453-14.0% | $5,629-47.3% | $4,299-30.9% |
| Admin fee / account holder | $3,777 | $7,993-52.7% | $15,914-76.3% | $6,940-45.6% |