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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 | $18,920 | $41,016-53.9% | $152,093-87.6% | $64,097-70.5% |
| Participation rate | 39.4% | 51.3%-11.9pp | 77.8%-38.3pp | 55.2%-15.8pp |
| Annual return | 19.36% | 39.60%-20.2pp | 66.36%-47.0pp | 34.64%-15.3pp |
| Employer contribution / active EE | $490 | $1,342-63.5% | $4,175-88.3% | $1,891-74.1% |
| Participant deferral / active EE | $1,748 | $1,927-9.3% | $5,451-67.9% | $3,080-43.2% |
| Admin fee / account holder | $1,125 | $2,305-51.2% | $14,497-92.2% | $3,454-67.4% |