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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 | $75,541-71.7% | $152,093-85.9% | $82,637-74.1% |
| Participation rate | 50.0% | 66.5%-16.5pp | 77.8%-27.8pp | 68.1%-18.1pp |
| Annual return | 18.89% | 32.56%-13.7pp | 66.36%-47.5pp | 53.51%-34.6pp |
| Employer contribution / active EE | $748 | $2,622-71.5% | $4,175-82.1% | $2,552-70.7% |
| Participant deferral / active EE | $1,673 | $3,206-47.8% | $5,451-69.3% | $4,126-59.4% |
| Admin fee / account holder | $462 | $6,405-92.8% | $14,497-96.8% | $7,339-93.7% |