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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 | $22,107 | $54,541-59.5% | $78,778-71.9% | $70,126-68.5% |
| Participation rate | 23.5% | 60.8%-37.3pp | 69.2%-45.7pp | 69.5%-46.0pp |
| Annual return | 21.25% | 21.07%+0.2pp | 35.62%-14.4pp | 73.15%-51.9pp |
| Employer contribution / active EE | $495 | $1,089-54.5% | $1,986-75.1% | $2,343-78.9% |
| Participant deferral / active EE | $1,220 | $2,210-44.8% | $2,958-58.7% | $3,332-63.4% |
| Admin fee / account holder | $445 | $3,709-88.0% | $5,134-91.3% | $4,645-90.4% |