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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 | $18,970 | $52,279-63.7% | $89,435-78.8% | $79,856-76.2% |
| Participation rate | 30.1% | 57.5%-27.4pp | 68.0%-37.9pp | 69.6%-39.5pp |
| Annual return | 21.93% | 22.16%-0.2pp | 245.55%-223.6pp | 31.71%-9.8pp |
| Employer contribution / active EE | $595 | $1,572-62.1% | $2,587-77.0% | $2,471-75.9% |
| Participant deferral / active EE | $1,024 | $2,740-62.6% | $3,890-73.7% | $3,741-72.6% |
| Admin fee / account holder | $2,074 | $3,356-38.2% | $4,884-57.5% | $5,306-60.9% |