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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 | $25,822 | $62,672-58.8% | $185,117-86.1% | $70,126-63.2% |
| Participation rate | 35.2% | 63.8%-28.6pp | 77.3%-42.1pp | 69.5%-34.4pp |
| Annual return | 15.03% | 40.79%-25.8pp | 40.50%-25.5pp | 73.15%-58.1pp |
| Employer contribution / active EE | $982 | $1,753-44.0% | $4,182-76.5% | $2,343-58.1% |
| Participant deferral / active EE | $1,707 | $3,272-47.8% | $5,045-66.2% | $3,332-48.8% |
| Admin fee / account holder | $2,640 | $3,932-32.9% | $8,159-67.6% | $4,645-43.2% |