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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 | $21,719 | $86,050-74.8% | $189,758-88.6% | $94,015-76.9% |
| Participation rate | 37.8% | 68.9%-31.1pp | 79.8%-42.0pp | 70.8%-33.0pp |
| Annual return | 13.33% | 17.77%-4.4pp | 52.62%-39.3pp | 17.84%-4.5pp |
| Employer contribution / active EE | $857 | $2,819-69.6% | $4,767-82.0% | $2,790-69.3% |
| Participant deferral / active EE | $3,814 | $3,349+13.9% | $5,856-34.9% | $4,249-10.2% |
| Admin fee / account holder | $458 | $6,627-93.1% | $20,388-97.8% | $8,951-94.9% |