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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 | $16,733 | $81,276-79.4% | $155,574-89.2% | $80,925-79.3% |
| Participation rate | 61.0% | 66.2%-5.3pp | 78.2%-17.2pp | 67.7%-6.7pp |
| Annual return | 14.26% | 33.36%-19.1pp | 64.87%-50.6pp | 35.65%-21.4pp |
| Employer contribution / active EE | $898 | $3,103-71.1% | $4,676-80.8% | $2,756-67.4% |
| Participant deferral / active EE | $2,368 | $3,453-31.4% | $5,629-57.9% | $4,299-44.9% |
| Admin fee / account holder | $4,268 | $7,993-46.6% | $15,914-73.2% | $6,940-38.5% |