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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 | $18,795 | $81,358-76.9% | $155,556-87.9% | $80,959-76.8% |
| Participation rate | 30.4% | 66.3%-35.8pp | 78.2%-47.8pp | 67.7%-37.2pp |
| Annual return | 12.74% | 33.39%-20.6pp | 64.84%-52.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $532 | $3,106-82.9% | $4,675-88.6% | $2,757-80.7% |
| Participant deferral / active EE | $2,389 | $3,455-30.9% | $5,631-57.6% | $4,300-44.4% |
| Admin fee / account holder | $2,511 | $7,994-68.6% | $15,885-84.2% | $6,925-63.7% |