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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 | $20,748 | $59,440-65.1% | $78,004-73.4% | $82,637-74.9% |
| Participation rate | 34.8% | 62.8%-28.0pp | 69.4%-34.7pp | 68.1%-33.3pp |
| Annual return | 21.20% | 40.24%-19.0pp | 31.07%-9.9pp | 53.51%-32.3pp |
| Employer contribution / active EE | $666 | $1,750-62.0% | $2,469-73.0% | $2,552-73.9% |
| Participant deferral / active EE | $1,422 | $3,138-54.7% | $4,092-65.2% | $4,126-65.5% |
| Admin fee / account holder | $7,311 | $5,504+32.8% | $7,578-3.5% | $7,339-0.4% |