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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 | $23,582 | $90,400-73.9% | $186,193-87.3% | $87,485-73.0% |
| Participation rate | 20.9% | 66.2%-45.3pp | 77.1%-56.2pp | 68.9%-48.0pp |
| Annual return | 15.27% | 22.15%-6.9pp | 78.03%-62.8pp | 26.06%-10.8pp |
| Employer contribution / active EE | $641 | $2,170-70.5% | $3,918-83.6% | $2,596-75.3% |
| Participant deferral / active EE | $1,996 | $4,330-53.9% | $6,513-69.3% | $4,274-53.3% |
| Admin fee / account holder | $2,178 | $8,673-74.9% | $11,058-80.3% | $7,775-72.0% |