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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 | $21,412 | $76,642-72.1% | $146,866-85.4% | $65,306-67.2% |
| Participation rate | 44.5% | 61.2%-16.7pp | 82.5%-38.0pp | 57.7%-13.2pp |
| Annual return | 16.37% | 33.40%-17.0pp | 102.85%-86.5pp | 21.94%-5.6pp |
| Employer contribution / active EE | $864 | $2,621-67.0% | $4,425-80.5% | $1,967-56.1% |
| Participant deferral / active EE | $1,642 | $4,864-66.2% | $7,759-78.8% | $2,959-44.5% |
| Admin fee / account holder | $1,138 | $3,960-71.3% | $13,620-91.6% | $3,480-67.3% |