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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 | $20,988 | $75,541-72.2% | $152,093-86.2% | $82,637-74.6% |
| Participation rate | 28.8% | 66.5%-37.8pp | 77.8%-49.0pp | 68.1%-39.3pp |
| Annual return | 15.31% | 32.56%-17.2pp | 66.36%-51.0pp | 53.51%-38.2pp |
| Employer contribution / active EE | $521 | $2,622-80.1% | $4,175-87.5% | $2,552-79.6% |
| Participant deferral / active EE | $1,544 | $3,206-51.8% | $5,451-71.7% | $4,126-62.6% |
| Admin fee / account holder | $5,619 | $6,405-12.3% | $14,497-61.2% | $7,339-23.4% |