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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 | $112,729-78.6% | $98,716-75.5% | $137,256-82.4% |
| Participation rate | 40.0% | 74.2%-34.2pp | 69.3%-29.3pp | 80.0%-40.0pp |
| Annual return | 22.22% | 38.48%-16.3pp | 31.81%-9.6pp | 220.34%-198.1pp |
| Employer contribution / active EE | $772 | $2,725-71.7% | $2,279-66.1% | $4,156-81.4% |
| Participant deferral / active EE | $2,286 | $4,640-50.7% | $4,048-43.5% | $6,407-64.3% |
| Admin fee / account holder | $4,274 | $10,129-57.8% | $8,703-50.9% | $12,270-65.2% |