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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 | $22,300 | $45,343-50.8% | $150,298-85.2% | $67,986-67.2% |
| Participation rate | 44.4% | 51.9%-7.4pp | 77.8%-33.3pp | 57.2%-12.8pp |
| Annual return | 16.93% | 33.28%-16.3pp | 62.79%-45.9pp | 31.67%-14.7pp |
| Employer contribution / active EE | $767 | $1,462-47.5% | $4,154-81.5% | $2,019-62.0% |
| Participant deferral / active EE | $1,136 | $2,055-44.7% | $5,453-79.2% | $3,358-66.2% |
| Admin fee / account holder | $1,131 | $2,250-49.7% | $14,116-92.0% | $3,203-64.7% |