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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 | $22,232 | $81,262-72.6% | $155,602-85.7% | $80,911-72.5% |
| Participation rate | 24.2% | 66.2%-42.0pp | 78.2%-54.0pp | 67.6%-43.4pp |
| Annual return | 11.89% | 33.34%-21.5pp | 64.81%-52.9pp | 35.63%-23.7pp |
| Employer contribution / active EE | $528 | $3,102-83.0% | $4,675-88.7% | $2,756-80.9% |
| Participant deferral / active EE | $1,131 | $3,451-67.2% | $5,629-79.9% | $4,297-73.7% |
| Admin fee / account holder | $777 | $7,992-90.3% | $15,923-95.1% | $6,935-88.8% |