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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 | $22,381 | $43,749-48.8% | $158,223-85.9% | $65,306-65.7% |
| Participation rate | 50.4% | 56.9%-6.5pp | 79.2%-28.8pp | 57.7%-7.2pp |
| Annual return | 18.08% | 19.41%-1.3pp | 52.09%-34.0pp | 21.94%-3.9pp |
| Employer contribution / active EE | $958 | $1,497-36.0% | $4,109-76.7% | $1,967-51.3% |
| Participant deferral / active EE | $1,566 | $2,019-22.4% | $5,467-71.4% | $2,959-47.1% |
| Admin fee / account holder | $577 | $1,930-70.1% | $16,047-96.4% | $3,480-83.4% |