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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 | $23,345 | $73,955-68.4% | $96,520-75.8% | $75,181-68.9% |
| Participation rate | 44.1% | 66.4%-22.3pp | 74.3%-30.2pp | 67.2%-23.1pp |
| Annual return | 18.78% | 26.72%-7.9pp | 35.72%-16.9pp | 160.69%-141.9pp |
| Employer contribution / active EE | $856 | $2,930-70.8% | $3,739-77.1% | $2,671-67.9% |
| Participant deferral / active EE | $2,798 | $3,659-23.5% | $4,879-42.6% | $4,126-32.2% |
| Admin fee / account holder | $303 | $5,217-94.2% | $6,733-95.5% | $5,650-94.6% |