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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 | $22,075 | $57,073-61.3% | $85,126-74.1% | $80,925-72.7% |
| Participation rate | 21.7% | 56.4%-34.7pp | 67.5%-45.9pp | 67.7%-46.0pp |
| Annual return | 20.99% | 21.69%-0.7pp | 66.63%-45.6pp | 35.65%-14.7pp |
| Employer contribution / active EE | $684 | $1,801-62.0% | $2,731-75.0% | $2,756-75.2% |
| Participant deferral / active EE | $1,518 | $3,113-51.2% | $4,523-66.4% | $4,299-64.7% |
| Admin fee / account holder | $2,918 | $4,988-41.5% | $6,160-52.6% | $6,940-58.0% |