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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 | $57,119-61.4% | $85,187-74.1% | $80,935-72.7% |
| Participation rate | 21.7% | 56.4%-34.7pp | 67.5%-45.9pp | 67.7%-46.0pp |
| Annual return | 20.99% | 21.70%-0.7pp | 66.67%-45.7pp | 35.66%-14.7pp |
| Employer contribution / active EE | $684 | $1,802-62.0% | $2,732-75.0% | $2,757-75.2% |
| Participant deferral / active EE | $1,518 | $3,115-51.3% | $4,525-66.4% | $4,299-64.7% |
| Admin fee / account holder | $2,918 | $4,990-41.5% | $6,162-52.6% | $6,924-57.9% |