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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 | $76,407-70.7% | $150,298-85.1% | $82,448-72.9% |
| Participation rate | 49.2% | 66.4%-17.2pp | 77.8%-28.6pp | 68.1%-18.9pp |
| Annual return | 17.96% | 39.99%-22.0pp | 62.79%-44.8pp | 41.64%-23.7pp |
| Employer contribution / active EE | $871 | $2,614-66.7% | $4,154-79.0% | $2,551-65.9% |
| Participant deferral / active EE | $4,522 | $3,214+40.7% | $5,453-17.1% | $4,139+9.3% |
| Admin fee / account holder | $1,781 | $6,352-72.0% | $14,116-87.4% | $7,234-75.4% |