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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 | $22,429 | $76,407-70.6% | $150,298-85.1% | $82,448-72.8% |
| Participation rate | 48.8% | 66.4%-17.6pp | 77.8%-29.0pp | 68.1%-19.3pp |
| Annual return | 18.07% | 39.99%-21.9pp | 62.79%-44.7pp | 41.64%-23.6pp |
| Employer contribution / active EE | $834 | $2,614-68.1% | $4,154-79.9% | $2,551-67.3% |
| Participant deferral / active EE | $2,408 | $3,214-25.1% | $5,453-55.8% | $4,139-41.8% |
| Admin fee / account holder | $3,075 | $6,352-51.6% | $14,116-78.2% | $7,234-57.5% |