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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 | $22,046 | $45,312-51.3% | $86,233-74.4% | $67,986-67.6% |
| Participation rate | 38.5% | 42.4%-4.0pp | 69.0%-30.6pp | 57.2%-18.7pp |
| Annual return | 22.15% | 24.79%-2.6pp | 61.39%-39.2pp | 31.67%-9.5pp |
| Employer contribution / active EE | $247 | $1,160-78.7% | $2,504-90.1% | $2,019-87.7% |
| Participant deferral / active EE | $1,674 | $2,185-23.4% | $4,559-63.3% | $3,358-50.2% |
| Admin fee / account holder | $1,595 | $3,295-51.6% | $8,342-80.9% | $3,203-50.2% |