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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 | $23,396 | $76,407-69.4% | $150,298-84.4% | $82,448-71.6% |
| Participation rate | 47.5% | 66.4%-18.9pp | 77.8%-30.2pp | 68.1%-20.5pp |
| Annual return | 21.12% | 39.99%-18.9pp | 62.79%-41.7pp | 41.64%-20.5pp |
| Employer contribution / active EE | $740 | $2,614-71.7% | $4,154-82.2% | $2,551-71.0% |
| Participant deferral / active EE | $2,203 | $3,214-31.5% | $5,453-59.6% | $4,139-46.8% |
| Admin fee / account holder | $1,846 | $6,352-70.9% | $14,116-86.9% | $7,234-74.5% |