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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 | $22,173 | $76,407-71.0% | $150,298-85.2% | $82,448-73.1% |
| Participation rate | 44.7% | 66.4%-21.7pp | 77.8%-33.1pp | 68.1%-23.4pp |
| Annual return | 20.20% | 39.99%-19.8pp | 62.79%-42.6pp | 41.64%-21.4pp |
| Employer contribution / active EE | $709 | $2,614-72.9% | $4,154-82.9% | $2,551-72.2% |
| Participant deferral / active EE | $2,164 | $3,214-32.7% | $5,453-60.3% | $4,139-47.7% |
| Admin fee / account holder | $1,309 | $6,352-79.4% | $14,116-90.7% | $7,234-81.9% |