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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 | $22,114 | $76,407-71.1% | $150,298-85.3% | $82,448-73.2% |
| Participation rate | 54.2% | 66.4%-12.2pp | 77.8%-23.6pp | 68.1%-13.9pp |
| Annual return | 20.87% | 39.99%-19.1pp | 62.79%-41.9pp | 41.64%-20.8pp |
| Employer contribution / active EE | $858 | $2,614-67.2% | $4,154-79.3% | $2,551-66.4% |
| Participant deferral / active EE | $1,032 | $3,214-67.9% | $5,453-81.1% | $4,139-75.1% |
| Admin fee / account holder | $399 | $6,352-93.7% | $14,116-97.2% | $7,234-94.5% |