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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 | $24,952 | $106,974-76.7% | $90,796-72.5% | $138,895-82.0% |
| Participation rate | 31.8% | 74.9%-43.0pp | 69.5%-37.7pp | 79.9%-48.1pp |
| Annual return | 14.92% | 20.10%-5.2pp | 19.29%-4.4pp | 145.39%-130.5pp |
| Employer contribution / active EE | $604 | $2,609-76.8% | $2,294-73.7% | $4,194-85.6% |
| Participant deferral / active EE | $1,756 | $4,455-60.6% | $3,822-54.0% | $6,396-72.5% |
| Admin fee / account holder | $375 | $8,626-95.7% | $7,024-94.7% | $12,562-97.0% |