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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 | $16,203 | $81,262-80.1% | $155,602-89.6% | $80,911-80.0% |
| Participation rate | 38.2% | 66.2%-28.1pp | 78.2%-40.0pp | 67.6%-29.5pp |
| Annual return | 11.49% | 33.34%-21.9pp | 64.81%-53.3pp | 35.63%-24.1pp |
| Employer contribution / active EE | $805 | $3,102-74.1% | $4,675-82.8% | $2,756-70.8% |
| Participant deferral / active EE | $1,404 | $3,451-59.3% | $5,629-75.1% | $4,297-67.3% |
| Admin fee / account holder | $2,558 | $7,992-68.0% | $15,923-83.9% | $6,935-63.1% |