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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 | $81,276-76.9% | $155,574-87.9% | $80,925-76.8% |
| Participation rate | 30.4% | 66.2%-35.8pp | 78.2%-47.8pp | 67.7%-37.2pp |
| Annual return | 12.74% | 33.36%-20.6pp | 64.87%-52.1pp | 35.65%-22.9pp |
| Employer contribution / active EE | $532 | $3,103-82.9% | $4,676-88.6% | $2,756-80.7% |
| Participant deferral / active EE | $2,389 | $3,453-30.8% | $5,629-57.6% | $4,299-44.4% |
| Admin fee / account holder | $2,511 | $7,993-68.6% | $15,914-84.2% | $6,940-63.8% |