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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 | $20,357 | $43,749-53.5% | $158,223-87.1% | $65,306-68.8% |
| Participation rate | 48.9% | 56.9%-8.0pp | 79.2%-30.3pp | 57.7%-8.7pp |
| Annual return | 17.46% | 19.41%-1.9pp | 52.09%-34.6pp | 21.94%-4.5pp |
| Employer contribution / active EE | $777 | $1,497-48.1% | $4,109-81.1% | $1,967-60.5% |
| Participant deferral / active EE | $1,972 | $2,019-2.3% | $5,467-63.9% | $2,959-33.4% |
| Admin fee / account holder | $2,225 | $1,930+15.3% | $16,047-86.1% | $3,480-36.1% |