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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 | $19,970 | $71,197-72.0% | $93,669-78.7% | $80,925-75.3% |
| Participation rate | 44.0% | 60.4%-16.4pp | 68.7%-24.7pp | 67.7%-23.7pp |
| Annual return | 19.93% | 11.27%+8.7pp | 133.59%-113.7pp | 35.65%-15.7pp |
| Employer contribution / active EE | $1,191 | $1,565-23.9% | $2,424-50.9% | $2,756-56.8% |
| Participant deferral / active EE | $2,024 | $4,036-49.8% | $4,416-54.2% | $4,299-52.9% |
| Admin fee / account holder | $430 | $6,959-93.8% | $8,291-94.8% | $6,940-93.8% |