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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 | $21,107 | $94,439-77.7% | $73,658-71.3% | $154,746-86.4% |
| Participation rate | 22.2% | 64.7%-42.4pp | 57.0%-34.8pp | 80.7%-58.5pp |
| Annual return | 19.02% | 28.25%-9.2pp | 29.72%-10.7pp | 172.34%-153.3pp |
| Employer contribution / active EE | $444 | $1,257-64.7% | $1,032-57.0% | $4,379-89.9% |
| Participant deferral / active EE | $1,798 | $2,527-28.8% | $2,062-12.8% | $6,730-73.3% |
| Admin fee / account holder | $578 | $3,843-85.0% | $3,357-82.8% | $14,365-96.0% |