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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 | $14,839 | $76,407-80.6% | $150,298-90.1% | $82,448-82.0% |
| Participation rate | 61.7% | 66.4%-4.7pp | 77.8%-16.1pp | 68.1%-6.4pp |
| Annual return | 23.83% | 39.99%-16.2pp | 62.79%-39.0pp | 41.64%-17.8pp |
| Employer contribution / active EE | $846 | $2,614-67.6% | $4,154-79.6% | $2,551-66.8% |
| Participant deferral / active EE | $2,098 | $3,214-34.7% | $5,453-61.5% | $4,139-49.3% |
| Admin fee / account holder | $1,568 | $6,352-75.3% | $14,116-88.9% | $7,234-78.3% |