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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 | $22,498 | $75,541-70.2% | $152,093-85.2% | $82,637-72.8% |
| Participation rate | 46.2% | 66.5%-20.4pp | 77.8%-31.6pp | 68.1%-21.9pp |
| Annual return | 15.88% | 32.56%-16.7pp | 66.36%-50.5pp | 53.51%-37.6pp |
| Employer contribution / active EE | $436 | $2,622-83.4% | $4,175-89.6% | $2,552-82.9% |
| Participant deferral / active EE | $1,193 | $3,206-62.8% | $5,451-78.1% | $4,126-71.1% |
| Admin fee / account holder | $579 | $6,405-91.0% | $14,497-96.0% | $7,339-92.1% |