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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 | $21,408 | $76,407-72.0% | $150,298-85.8% | $82,448-74.0% |
| Participation rate | 50.0% | 66.4%-16.4pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 18.89% | 39.99%-21.1pp | 62.79%-43.9pp | 41.64%-22.7pp |
| Employer contribution / active EE | $748 | $2,614-71.4% | $4,154-82.0% | $2,551-70.7% |
| Participant deferral / active EE | $1,673 | $3,214-47.9% | $5,453-69.3% | $4,139-59.6% |
| Admin fee / account holder | $462 | $6,352-92.7% | $14,116-96.7% | $7,234-93.6% |