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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 | $20,843 | $75,541-72.4% | $152,093-86.3% | $82,637-74.8% |
| Participation rate | 39.4% | 66.5%-27.2pp | 77.8%-38.4pp | 68.1%-28.7pp |
| Annual return | 19.08% | 32.56%-13.5pp | 66.36%-47.3pp | 53.51%-34.4pp |
| Employer contribution / active EE | $681 | $2,622-74.0% | $4,175-83.7% | $2,552-73.3% |
| Participant deferral / active EE | $1,709 | $3,206-46.7% | $5,451-68.7% | $4,126-58.6% |
| Admin fee / account holder | $1,626 | $6,405-74.6% | $14,497-88.8% | $7,339-77.8% |