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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 | $19,496 | $62,672-68.9% | $185,117-89.5% | $70,126-72.2% |
| Participation rate | 47.2% | 63.8%-16.6pp | 77.3%-30.0pp | 69.5%-22.3pp |
| Annual return | 22.84% | 40.79%-18.0pp | 40.50%-17.7pp | 73.15%-50.3pp |
| Employer contribution / active EE | $881 | $1,753-49.8% | $4,182-78.9% | $2,343-62.4% |
| Participant deferral / active EE | $2,094 | $3,272-36.0% | $5,045-58.5% | $3,332-37.1% |
| Admin fee / account holder | $612 | $3,932-84.4% | $8,159-92.5% | $4,645-86.8% |