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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 | $20,410 | $75,541-73.0% | $152,093-86.6% | $82,637-75.3% |
| Participation rate | 56.3% | 66.5%-10.3pp | 77.8%-21.5pp | 68.1%-11.8pp |
| Annual return | 16.10% | 32.56%-16.5pp | 66.36%-50.3pp | 53.51%-37.4pp |
| Employer contribution / active EE | $807 | $2,622-69.2% | $4,175-80.7% | $2,552-68.4% |
| Participant deferral / active EE | $2,138 | $3,206-33.3% | $5,451-60.8% | $4,126-48.2% |
| Admin fee / account holder | $804 | $6,405-87.4% | $14,497-94.5% | $7,339-89.0% |