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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 | $22,188 | $54,763-59.5% | $90,324-75.4% | $72,976-69.6% |
| Participation rate | 43.9% | 65.2%-21.3pp | 73.3%-29.4pp | 69.5%-25.6pp |
| Annual return | 19.86% | 30.63%-10.8pp | 78.15%-58.3pp | 81.02%-61.2pp |
| Employer contribution / active EE | $420 | $2,093-79.9% | $2,856-85.3% | $2,440-82.8% |
| Participant deferral / active EE | $1,316 | $2,887-54.4% | $3,885-66.1% | $3,608-63.5% |
| Admin fee / account holder | $1,178 | $3,973-70.4% | $5,356-78.0% | $5,124-77.0% |