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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 | $17,998 | $124,980-85.6% | $108,359-83.4% | $154,746-88.4% |
| Participation rate | 38.5% | 75.2%-36.7pp | 70.1%-31.7pp | 80.7%-42.2pp |
| Annual return | 31.22% | 45.00%-13.8pp | 36.89%-5.7pp | 172.34%-141.1pp |
| Employer contribution / active EE | $852 | $2,851-70.1% | $2,399-64.5% | $4,379-80.5% |
| Participant deferral / active EE | $1,741 | $4,743-63.3% | $4,137-57.9% | $6,730-74.1% |
| Admin fee / account holder | $1,282 | $11,502-88.9% | $9,741-86.8% | $14,365-91.1% |