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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 | $22,441 | $81,504-72.5% | $102,437-78.1% | $80,959-72.3% |
| Participation rate | 29.3% | 66.9%-37.6pp | 74.5%-45.2pp | 67.7%-38.4pp |
| Annual return | 17.41% | 25.60%-8.2pp | 24.95%-7.5pp | 35.67%-18.3pp |
| Employer contribution / active EE | $932 | $3,104-70.0% | $3,871-75.9% | $2,757-66.2% |
| Participant deferral / active EE | $1,961 | $3,871-49.3% | $5,060-61.2% | $4,300-54.4% |
| Admin fee / account holder | $1,281 | $6,719-80.9% | $8,388-84.7% | $6,925-81.5% |