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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 | $18,935 | $124,980-84.8% | $108,359-82.5% | $154,746-87.8% |
| Participation rate | 33.3% | 75.2%-41.8pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | 17.97% | 45.00%-27.0pp | 36.89%-18.9pp | 172.34%-154.4pp |
| Employer contribution / active EE | $587 | $2,851-79.4% | $2,399-75.5% | $4,379-86.6% |
| Participant deferral / active EE | $2,753 | $4,743-42.0% | $4,137-33.5% | $6,730-59.1% |
| Admin fee / account holder | $1,038 | $11,502-91.0% | $9,741-89.3% | $14,365-92.8% |