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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 | $22,398 | $81,358-72.5% | $155,556-85.6% | $80,959-72.3% |
| Participation rate | 16.0% | 66.3%-50.3pp | 78.2%-62.2pp | 67.7%-51.7pp |
| Annual return | 12.74% | 33.39%-20.6pp | 64.84%-52.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $382 | $3,106-87.7% | $4,675-91.8% | $2,757-86.2% |
| Participant deferral / active EE | $987 | $3,455-71.4% | $5,631-82.5% | $4,300-77.0% |
| Admin fee / account holder | $1,391 | $7,994-82.6% | $15,885-91.2% | $6,925-79.9% |