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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 | $18,520 | $61,390-69.8% | $112,228-83.5% | $75,177-75.4% |
| Participation rate | 51.2% | 61.6%-10.5pp | 72.4%-21.3pp | 67.2%-16.0pp |
| Annual return | 16.90% | 28.47%-11.6pp | 30.23%-13.3pp | 160.75%-143.9pp |
| Employer contribution / active EE | $716 | $2,015-64.5% | $3,432-79.1% | $2,671-73.2% |
| Participant deferral / active EE | $1,556 | $3,108-50.0% | $4,800-67.6% | $4,126-62.3% |
| Admin fee / account holder | $2,514 | $4,862-48.3% | $7,752-67.6% | $5,651-55.5% |