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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 | $84,953-72.2% | $163,379-85.6% | $82,637-71.5% |
| Participation rate | 20.9% | 65.9%-45.1pp | 76.8%-55.9pp | 68.1%-47.2pp |
| Annual return | 15.27% | 23.07%-7.8pp | 63.41%-48.1pp | 53.51%-38.2pp |
| Employer contribution / active EE | $641 | $2,183-70.6% | $3,752-82.9% | $2,552-74.9% |
| Participant deferral / active EE | $1,996 | $4,326-53.9% | $6,282-68.2% | $4,126-51.6% |
| Admin fee / account holder | $2,178 | $7,921-72.5% | $9,818-77.8% | $7,339-70.3% |