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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 | $22,300 | $54,757-59.3% | $90,300-75.3% | $72,983-69.4% |
| Participation rate | 31.9% | 65.1%-33.2pp | 73.3%-41.3pp | 69.5%-37.5pp |
| Annual return | 16.91% | 30.63%-13.7pp | 78.11%-61.2pp | 81.01%-64.1pp |
| Employer contribution / active EE | $503 | $2,092-76.0% | $2,854-82.4% | $2,440-79.4% |
| Participant deferral / active EE | $1,060 | $2,887-63.3% | $3,884-72.7% | $3,608-70.6% |
| Admin fee / account holder | $1,544 | $3,972-61.1% | $5,353-71.2% | $5,124-69.9% |