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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 | $13,309 | $81,276-83.6% | $155,574-91.4% | $80,925-83.6% |
| Participation rate | 49.2% | 66.2%-17.1pp | 78.2%-29.1pp | 67.7%-18.5pp |
| Annual return | 12.10% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.5pp |
| Employer contribution / active EE | $832 | $3,103-73.2% | $4,676-82.2% | $2,756-69.8% |
| Participant deferral / active EE | $2,209 | $3,453-36.0% | $5,629-60.8% | $4,299-48.6% |
| Admin fee / account holder | $1,954 | $7,993-75.5% | $15,914-87.7% | $6,940-71.8% |