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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 | $23,885 | $50,972-53.1% | $88,538-73.0% | $72,983-67.3% |
| Participation rate | 58.8% | 63.4%-4.6pp | 68.7%-9.9pp | 69.5%-10.7pp |
| Annual return | 18.68% | 29.62%-10.9pp | 43.64%-25.0pp | 81.01%-62.3pp |
| Employer contribution / active EE | $713 | $1,475-51.7% | $2,098-66.0% | $2,440-70.8% |
| Participant deferral / active EE | $1,467 | $2,230-34.2% | $2,914-49.7% | $3,608-59.3% |
| Admin fee / account holder | $1,297 | $3,230-59.9% | $4,310-69.9% | $5,124-74.7% |