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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 | $18,052 | $47,848-62.3% | $81,473-77.8% | $70,126-74.3% |
| Participation rate | 37.5% | 58.3%-20.8pp | 68.0%-30.5pp | 69.5%-32.0pp |
| Annual return | 24.00% | 27.25%-3.2pp | 38.78%-14.8pp | 73.15%-49.1pp |
| Employer contribution / active EE | $700 | $1,527-54.2% | $2,568-72.7% | $2,343-70.1% |
| Participant deferral / active EE | $1,622 | $2,453-33.9% | $3,537-54.1% | $3,332-51.3% |
| Admin fee / account holder | $3,182 | $3,145+1.2% | $4,561-30.2% | $4,645-31.5% |