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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 | $18,516 | $72,012-74.3% | $185,827-90.0% | $79,858-76.8% |
| Participation rate | 38.8% | 65.8%-26.9pp | 78.0%-39.2pp | 69.6%-30.8pp |
| Annual return | 20.94% | 23.12%-2.2pp | 35.96%-15.0pp | 31.72%-10.8pp |
| Employer contribution / active EE | $798 | $1,965-59.4% | $4,087-80.5% | $2,471-67.7% |
| Participant deferral / active EE | $2,158 | $3,779-42.9% | $5,633-61.7% | $3,740-42.3% |
| Admin fee / account holder | $2,331 | $4,513-48.3% | $9,502-75.5% | $5,306-56.1% |