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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 | $23,421 | $72,027-67.5% | $185,835-87.4% | $79,852-70.7% |
| Participation rate | 38.3% | 65.8%-27.5pp | 78.0%-39.7pp | 69.6%-31.3pp |
| Annual return | 21.29% | 23.13%-1.8pp | 35.96%-14.7pp | 31.72%-10.4pp |
| Employer contribution / active EE | $790 | $1,965-59.8% | $4,087-80.7% | $2,471-68.0% |
| Participant deferral / active EE | $1,301 | $3,780-65.6% | $5,633-76.9% | $3,740-65.2% |
| Admin fee / account holder | $1,778 | $4,513-60.6% | $9,502-81.3% | $5,306-66.5% |