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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 | $20,840 | $57,057-63.5% | $85,009-75.5% | $80,874-74.2% |
| Participation rate | 39.5% | 56.4%-16.9pp | 67.5%-28.0pp | 67.6%-28.1pp |
| Annual return | 13.44% | 21.66%-8.2pp | 66.47%-53.0pp | 35.62%-22.2pp |
| Employer contribution / active EE | $933 | $1,799-48.2% | $2,728-65.8% | $2,756-66.2% |
| Participant deferral / active EE | $1,582 | $3,112-49.2% | $4,522-65.0% | $4,297-63.2% |
| Admin fee / account holder | $920 | $4,986-81.5% | $6,153-85.0% | $6,935-86.7% |