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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 | $21,606 | $55,713-61.2% | $75,894-71.5% | $72,983-70.4% |
| Participation rate | 40.0% | 61.1%-21.1pp | 69.3%-29.3pp | 69.5%-29.5pp |
| Annual return | 20.59% | 27.60%-7.0pp | 30.76%-10.2pp | 81.01%-60.4pp |
| Employer contribution / active EE | $505 | $1,687-70.1% | $2,501-79.8% | $2,440-79.3% |
| Participant deferral / active EE | $1,153 | $2,634-56.2% | $3,603-68.0% | $3,608-68.0% |
| Admin fee / account holder | $2,737 | $3,980-31.2% | $5,420-49.5% | $5,124-46.6% |