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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 | $21,435 | $61,356-65.1% | $149,696-85.7% | $71,511-70.0% |
| Participation rate | 48.6% | 62.5%-13.9pp | 78.8%-30.1pp | 67.9%-19.3pp |
| Annual return | 22.52% | 35.86%-13.3pp | 134.46%-111.9pp | 28.86%-6.3pp |
| Employer contribution / active EE | $533 | $2,382-77.6% | $4,821-88.9% | $2,589-79.4% |
| Participant deferral / active EE | $1,151 | $2,920-60.6% | $5,682-79.7% | $4,291-73.2% |
| Admin fee / account holder | $927 | $1,263-26.6% | $13,212-93.0% | $1,588-41.6% |