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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 | $22,337 | $81,276-72.5% | $155,574-85.6% | $80,925-72.4% |
| Participation rate | 22.6% | 66.2%-43.7pp | 78.2%-55.6pp | 67.7%-45.1pp |
| Annual return | 12.39% | 33.36%-21.0pp | 64.87%-52.5pp | 35.65%-23.3pp |
| Employer contribution / active EE | $461 | $3,103-85.2% | $4,676-90.1% | $2,756-83.3% |
| Participant deferral / active EE | $1,388 | $3,453-59.8% | $5,629-75.3% | $4,299-67.7% |
| Admin fee / account holder | $309 | $7,993-96.1% | $15,914-98.1% | $6,940-95.6% |