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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 | $81,331-83.6% | $155,534-91.4% | $80,935-83.6% |
| Participation rate | 49.2% | 66.3%-17.1pp | 78.2%-29.1pp | 67.7%-18.5pp |
| Annual return | 12.10% | 33.37%-21.3pp | 64.92%-52.8pp | 35.66%-23.6pp |
| Employer contribution / active EE | $832 | $3,105-73.2% | $4,675-82.2% | $2,757-69.8% |
| Participant deferral / active EE | $2,209 | $3,454-36.1% | $5,630-60.8% | $4,299-48.6% |
| Admin fee / account holder | $1,954 | $7,999-75.6% | $15,900-87.7% | $6,924-71.8% |