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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 | $18,427 | $124,425-85.2% | $112,040-83.6% | $137,256-86.6% |
| Participation rate | 37.5% | 79.3%-41.8pp | 76.5%-39.0pp | 80.0%-42.5pp |
| Annual return | 16.27% | 24.72%-8.5pp | 24.52%-8.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $1,489 | $3,411-56.3% | $2,954-49.6% | $4,156-64.2% |
| Participant deferral / active EE | $2,387 | $5,718-58.3% | $5,098-53.2% | $6,407-62.7% |
| Admin fee / account holder | $2,291 | $15,207-84.9% | $12,098-81.1% | $12,270-81.3% |