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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 | $16,442 | $45,343-63.7% | $150,298-89.1% | $67,986-75.8% |
| Participation rate | 31.6% | 51.9%-20.3pp | 77.8%-46.2pp | 57.2%-25.6pp |
| Annual return | 20.91% | 33.28%-12.4pp | 62.79%-41.9pp | 31.67%-10.8pp |
| Employer contribution / active EE | $895 | $1,462-38.7% | $4,154-78.4% | $2,019-55.6% |
| Participant deferral / active EE | $1,606 | $2,055-21.9% | $5,453-70.6% | $3,358-52.2% |
| Admin fee / account holder | $797 | $2,250-64.6% | $14,116-94.4% | $3,203-75.1% |