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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 | $28,522 | $75,541-62.2% | $152,093-81.2% | $82,637-65.5% |
| Participation rate | 45.1% | 66.5%-21.5pp | 77.8%-32.7pp | 68.1%-23.0pp |
| Annual return | 25.05% | 32.56%-7.5pp | 66.36%-41.3pp | 53.51%-28.5pp |
| Employer contribution / active EE | $709 | $2,622-73.0% | $4,175-83.0% | $2,552-72.2% |
| Participant deferral / active EE | $1,026 | $3,206-68.0% | $5,451-81.2% | $4,126-75.1% |
| Admin fee / account holder | $1,665 | $6,405-74.0% | $14,497-88.5% | $7,339-77.3% |