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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 | $24,155 | $124,980-80.7% | $108,359-77.7% | $154,746-84.4% |
| Participation rate | 40.0% | 75.2%-35.2pp | 70.1%-30.1pp | 80.7%-40.7pp |
| Annual return | 22.22% | 45.00%-22.8pp | 36.89%-14.7pp | 172.34%-150.1pp |
| Employer contribution / active EE | $772 | $2,851-72.9% | $2,399-67.8% | $4,379-82.4% |
| Participant deferral / active EE | $2,286 | $4,743-51.8% | $4,137-44.8% | $6,730-66.0% |
| Admin fee / account holder | $4,274 | $11,502-62.8% | $9,741-56.1% | $14,365-70.2% |