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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 | $32,074 | $94,031-65.9% | $115,768-72.3% | $82,448-61.1% |
| Participation rate | 26.2% | 70.4%-44.2pp | 74.4%-48.2pp | 68.1%-41.9pp |
| Annual return | 22.13% | 20.61%+1.5pp | 100.46%-78.3pp | 41.64%-19.5pp |
| Employer contribution / active EE | $800 | $2,323-65.6% | $2,940-72.8% | $2,551-68.6% |
| Participant deferral / active EE | $1,907 | $3,972-52.0% | $4,917-61.2% | $4,139-53.9% |
| Admin fee / account holder | $2,267 | $10,249-77.9% | $12,439-81.8% | $7,234-68.7% |