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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 | $17,589 | $63,354-72.2% | $94,105-81.3% | $82,637-78.7% |
| Participation rate | 39.1% | 63.8%-24.8pp | 71.9%-32.9pp | 68.1%-29.0pp |
| Annual return | 14.53% | 34.36%-19.8pp | 204.55%-190.0pp | 53.51%-39.0pp |
| Employer contribution / active EE | $647 | $1,760-63.2% | $2,504-74.2% | $2,552-74.7% |
| Participant deferral / active EE | $1,978 | $2,873-31.2% | $3,881-49.0% | $4,126-52.1% |
| Admin fee / account holder | $3,548 | $5,073-30.1% | $6,199-42.8% | $7,339-51.7% |