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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 | $22,245 | $54,757-59.4% | $90,304-75.4% | $72,975-69.5% |
| Participation rate | 29.7% | 65.2%-35.4pp | 73.3%-43.5pp | 69.5%-39.8pp |
| Annual return | 22.98% | 30.63%-7.7pp | 78.13%-55.2pp | 81.01%-58.0pp |
| Employer contribution / active EE | $695 | $2,093-66.8% | $2,855-75.6% | $2,440-71.5% |
| Participant deferral / active EE | $2,091 | $2,887-27.6% | $3,885-46.2% | $3,608-42.0% |
| Admin fee / account holder | $1,797 | $3,973-54.8% | $5,354-66.4% | $5,124-64.9% |