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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 | $112,729-84.2% | $98,716-82.0% | $137,256-87.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.3%-36.0pp | 80.0%-46.6pp |
| Annual return | 17.80% | 38.48%-20.7pp | 31.81%-14.0pp | 220.34%-202.5pp |
| Employer contribution / active EE | $1,564 | $2,725-42.6% | $2,279-31.3% | $4,156-62.4% |
| Participant deferral / active EE | $4,171 | $4,640-10.1% | $4,048+3.0% | $6,407-34.9% |
| Admin fee / account holder | $5,418 | $10,129-46.5% | $8,703-37.7% | $12,270-55.8% |