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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 | $19,068 | $77,962-75.5% | $178,540-89.3% | $80,935-76.4% |
| Participation rate | 53.6% | 65.7%-12.1pp | 77.1%-23.5pp | 67.7%-14.1pp |
| Annual return | 34.61% | 18.10%+16.5pp | 27.15%+7.5pp | 35.66%-1.1pp |
| Employer contribution / active EE | $587 | $2,280-74.3% | $3,953-85.2% | $2,757-78.7% |
| Participant deferral / active EE | $2,024 | $4,404-54.0% | $6,281-67.8% | $4,299-52.9% |
| Admin fee / account holder | $529 | $7,156-92.6% | $10,424-94.9% | $6,924-92.4% |