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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 | $25,145 | $75,541-66.7% | $152,093-83.5% | $82,637-69.6% |
| Participation rate | 36.8% | 66.5%-29.8pp | 77.8%-41.0pp | 68.1%-31.3pp |
| Annual return | 20.69% | 32.56%-11.9pp | 66.36%-45.7pp | 53.51%-32.8pp |
| Employer contribution / active EE | $634 | $2,622-75.8% | $4,175-84.8% | $2,552-75.2% |
| Participant deferral / active EE | $2,071 | $3,206-35.4% | $5,451-62.0% | $4,126-49.8% |
| Admin fee / account holder | $1,252 | $6,405-80.5% | $14,497-91.4% | $7,339-82.9% |