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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 | $21,267 | $75,541-71.8% | $152,093-86.0% | $82,637-74.3% |
| Participation rate | 43.8% | 66.5%-22.8pp | 77.8%-34.0pp | 68.1%-24.3pp |
| Annual return | 15.73% | 32.56%-16.8pp | 66.36%-50.6pp | 53.51%-37.8pp |
| Employer contribution / active EE | $359 | $2,622-86.3% | $4,175-91.4% | $2,552-85.9% |
| Participant deferral / active EE | $1,080 | $3,206-66.3% | $5,451-80.2% | $4,126-73.8% |
| Admin fee / account holder | $2,046 | $6,405-68.1% | $14,497-85.9% | $7,339-72.1% |