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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 | $21,056 | $76,407-72.4% | $150,298-86.0% | $82,448-74.5% |
| Participation rate | 38.1% | 66.4%-28.3pp | 77.8%-39.6pp | 68.1%-29.9pp |
| Annual return | 18.59% | 39.99%-21.4pp | 62.79%-44.2pp | 41.64%-23.1pp |
| Employer contribution / active EE | $627 | $2,614-76.0% | $4,154-84.9% | $2,551-75.4% |
| Participant deferral / active EE | $1,416 | $3,214-55.9% | $5,453-74.0% | $4,139-65.8% |
| Admin fee / account holder | $3,458 | $6,352-45.6% | $14,116-75.5% | $7,234-52.2% |