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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 | $22,497 | $81,358-72.3% | $155,556-85.5% | $80,959-72.2% |
| Participation rate | 38.0% | 66.3%-28.3pp | 78.2%-40.2pp | 67.7%-29.7pp |
| Annual return | 16.23% | 33.39%-17.2pp | 64.84%-48.6pp | 35.67%-19.4pp |
| Employer contribution / active EE | $607 | $3,106-80.5% | $4,675-87.0% | $2,757-78.0% |
| Participant deferral / active EE | $1,803 | $3,455-47.8% | $5,631-68.0% | $4,300-58.1% |
| Admin fee / account holder | $1,223 | $7,994-84.7% | $15,885-92.3% | $6,925-82.3% |