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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 | $18,792 | $57,590-67.4% | $86,233-78.2% | $82,448-77.2% |
| Participation rate | 38.2% | 57.9%-19.7pp | 69.0%-30.8pp | 68.1%-29.9pp |
| Annual return | 25.02% | 22.41%+2.6pp | 61.39%-36.4pp | 41.64%-16.6pp |
| Employer contribution / active EE | $622 | $1,655-62.4% | $2,504-75.2% | $2,551-75.6% |
| Participant deferral / active EE | $1,213 | $3,080-60.6% | $4,559-73.4% | $4,139-70.7% |
| Admin fee / account holder | $1,530 | $4,730-67.7% | $8,342-81.7% | $7,234-78.8% |