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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 | $17,783 | $124,980-85.8% | $108,359-83.6% | $154,746-88.5% |
| Participation rate | 33.3% | 75.2%-41.8pp | 70.1%-36.8pp | 80.7%-47.4pp |
| Annual return | 17.80% | 45.00%-27.2pp | 36.89%-19.1pp | 172.34%-154.5pp |
| Employer contribution / active EE | $1,564 | $2,851-45.1% | $2,399-34.8% | $4,379-64.3% |
| Participant deferral / active EE | $4,171 | $4,743-12.1% | $4,137+0.8% | $6,730-38.0% |
| Admin fee / account holder | $5,418 | $11,502-52.9% | $9,741-44.4% | $14,365-62.3% |