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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 | $22,198 | $45,343-51.0% | $150,298-85.2% | $67,986-67.3% |
| Participation rate | 35.3% | 51.9%-16.6pp | 77.8%-42.5pp | 57.2%-21.9pp |
| Annual return | 14.98% | 33.28%-18.3pp | 62.79%-47.8pp | 31.67%-16.7pp |
| Employer contribution / active EE | $416 | $1,462-71.5% | $4,154-90.0% | $2,019-79.4% |
| Participant deferral / active EE | $1,071 | $2,055-47.9% | $5,453-80.4% | $3,358-68.1% |
| Admin fee / account holder | $2,448 | $2,250+8.8% | $14,116-82.7% | $3,203-23.6% |