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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 | $22,903 | $77,920-70.6% | $149,723-84.7% | $75,177-69.5% |
| Participation rate | 22.2% | 65.6%-43.4pp | 78.8%-56.6pp | 67.2%-45.0pp |
| Annual return | 15.99% | 31.72%-15.7pp | 134.50%-118.5pp | 160.75%-144.8pp |
| Employer contribution / active EE | $607 | $3,138-80.7% | $4,821-87.4% | $2,671-77.3% |
| Participant deferral / active EE | $1,415 | $3,411-58.5% | $5,682-75.1% | $4,126-65.7% |
| Admin fee / account holder | $2,132 | $5,951-64.2% | $13,215-83.9% | $5,651-62.3% |