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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 | $27,441 | $46,464-40.9% | $150,298-81.7% | $79,634-65.5% |
| Participation rate | 29.8% | 57.0%-27.2pp | 77.8%-48.0pp | 62.5%-32.7pp |
| Annual return | 17.99% | 27.89%-9.9pp | 62.79%-44.8pp | 36.46%-18.5pp |
| Employer contribution / active EE | $402 | $1,512-73.4% | $4,154-90.3% | $2,529-84.1% |
| Participant deferral / active EE | $1,517 | $2,157-29.7% | $5,453-72.2% | $3,835-60.4% |
| Admin fee / account holder | $2,064 | $891+131.7% | $14,116-85.4% | $1,002+106.0% |