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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 | $20,655 | $76,407-73.0% | $150,298-86.3% | $82,448-74.9% |
| Participation rate | 32.6% | 66.4%-33.8pp | 77.8%-45.2pp | 68.1%-35.5pp |
| Annual return | 17.15% | 39.99%-22.8pp | 62.79%-45.6pp | 41.64%-24.5pp |
| Employer contribution / active EE | $552 | $2,614-78.9% | $4,154-86.7% | $2,551-78.4% |
| Participant deferral / active EE | $1,739 | $3,214-45.9% | $5,453-68.1% | $4,139-58.0% |
| Admin fee / account holder | $6,370 | $6,352+0.3% | $14,116-54.9% | $7,234-11.9% |