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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 | $20,025 | $75,541-73.5% | $152,093-86.8% | $82,637-75.8% |
| Participation rate | 30.2% | 66.5%-36.3pp | 77.8%-47.5pp | 68.1%-37.8pp |
| Annual return | 15.33% | 32.56%-17.2pp | 66.36%-51.0pp | 53.51%-38.2pp |
| Employer contribution / active EE | $422 | $2,622-83.9% | $4,175-89.9% | $2,552-83.4% |
| Participant deferral / active EE | $1,519 | $3,206-52.6% | $5,451-72.1% | $4,126-63.2% |
| Admin fee / account holder | $7,852 | $6,405+22.6% | $14,497-45.8% | $7,339+7.0% |