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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 | $21,961 | $54,541-59.7% | $78,778-72.1% | $70,126-68.7% |
| Participation rate | 24.3% | 60.8%-36.5pp | 69.2%-44.9pp | 69.5%-45.2pp |
| Annual return | 13.07% | 21.07%-8.0pp | 35.62%-22.5pp | 73.15%-60.1pp |
| Employer contribution / active EE | $566 | $1,089-48.0% | $1,986-71.5% | $2,343-75.8% |
| Participant deferral / active EE | $1,947 | $2,210-11.9% | $2,958-34.2% | $3,332-41.6% |
| Admin fee / account holder | $346 | $3,709-90.7% | $5,134-93.3% | $4,645-92.6% |