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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 | $19,624 | $73,787-73.4% | $98,716-80.1% | $82,448-76.2% |
| Participation rate | 24.1% | 61.4%-37.3pp | 69.3%-45.2pp | 68.1%-43.9pp |
| Annual return | 24.12% | 18.57%+5.6pp | 31.81%-7.7pp | 41.64%-17.5pp |
| Employer contribution / active EE | $547 | $1,511-63.8% | $2,279-76.0% | $2,551-78.6% |
| Participant deferral / active EE | $1,977 | $3,081-35.8% | $4,048-51.1% | $4,139-52.2% |
| Admin fee / account holder | $2,021 | $6,500-68.9% | $8,703-76.8% | $7,234-72.1% |