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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 | $22,363 | $75,541-70.4% | $152,093-85.3% | $82,637-72.9% |
| Participation rate | 49.2% | 66.5%-17.4pp | 77.8%-28.6pp | 68.1%-18.9pp |
| Annual return | 17.96% | 32.56%-14.6pp | 66.36%-48.4pp | 53.51%-35.5pp |
| Employer contribution / active EE | $871 | $2,622-66.8% | $4,175-79.1% | $2,552-65.9% |
| Participant deferral / active EE | $4,522 | $3,206+41.1% | $5,451-17.0% | $4,126+9.6% |
| Admin fee / account holder | $1,781 | $6,405-72.2% | $14,497-87.7% | $7,339-75.7% |