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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 | $18,586 | $46,877-60.4% | $122,354-84.8% | $70,126-73.5% |
| Participation rate | 36.2% | 58.2%-22.0pp | 71.6%-35.5pp | 69.5%-33.4pp |
| Annual return | 21.31% | 24.22%-2.9pp | 30.28%-9.0pp | 73.15%-51.8pp |
| Employer contribution / active EE | $641 | $1,288-50.2% | $4,051-84.2% | $2,343-72.6% |
| Participant deferral / active EE | $910 | $2,167-58.0% | $3,287-72.3% | $3,332-72.7% |
| Admin fee / account holder | $1,402 | $3,324-57.8% | $5,479-74.4% | $4,645-69.8% |