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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 | $24,984 | $75,541-66.9% | $152,093-83.6% | $82,637-69.8% |
| Participation rate | 67.8% | 66.5%+1.3pp | 77.8%-10.0pp | 68.1%-0.3pp |
| Annual return | 19.44% | 32.56%-13.1pp | 66.36%-46.9pp | 53.51%-34.1pp |
| Employer contribution / active EE | $812 | $2,622-69.0% | $4,175-80.6% | $2,552-68.2% |
| Participant deferral / active EE | $1,194 | $3,206-62.8% | $5,451-78.1% | $4,126-71.1% |
| Admin fee / account holder | $3,772 | $6,405-41.1% | $14,497-74.0% | $7,339-48.6% |