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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 | $10,935 | $51,638-78.8% | $68,368-84.0% | $82,448-86.7% |
| Participation rate | 32.6% | 63.6%-31.0pp | 73.8%-41.1pp | 68.1%-35.5pp |
| Annual return | 19.39% | 37.53%-18.1pp | 292.57%-273.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $888 | $2,047-56.6% | $2,649-66.5% | $2,551-65.2% |
| Participant deferral / active EE | $1,433 | $2,914-50.8% | $4,123-65.2% | $4,139-65.4% |
| Admin fee / account holder | $2,020 | $4,643-56.5% | $5,150-60.8% | $7,234-72.1% |