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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 | $23,645 | $64,920-63.6% | $103,693-77.2% | $86,983-72.8% |
| Participation rate | 27.0% | 63.6%-36.6pp | 72.6%-45.7pp | 69.5%-42.6pp |
| Annual return | 20.86% | 30.29%-9.4pp | 47.61%-26.7pp | 25.83%-5.0pp |
| Employer contribution / active EE | $390 | $2,141-81.8% | $2,920-86.6% | $2,584-84.9% |
| Participant deferral / active EE | $1,703 | $3,241-47.5% | $4,579-62.8% | $4,194-59.4% |
| Admin fee / account holder | $307 | $6,191-95.0% | $7,858-96.1% | $7,856-96.1% |