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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 | $16,369 | $76,407-78.6% | $150,298-89.1% | $82,448-80.1% |
| Participation rate | 48.1% | 66.4%-18.3pp | 77.8%-29.7pp | 68.1%-20.0pp |
| Annual return | 15.19% | 39.99%-24.8pp | 62.79%-47.6pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,031 | $2,614-60.6% | $4,154-75.2% | $2,551-59.6% |
| Participant deferral / active EE | $1,201 | $3,214-62.6% | $5,453-78.0% | $4,139-71.0% |
| Admin fee / account holder | $1,593 | $6,352-74.9% | $14,116-88.7% | $7,234-78.0% |