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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 | $25,704 | $68,880-62.7% | $120,580-78.7% | $80,959-68.3% |
| Participation rate | 54.8% | 61.7%-6.9pp | 72.0%-17.1pp | 67.7%-12.8pp |
| Annual return | 19.97% | 23.68%-3.7pp | 107.48%-87.5pp | 35.67%-15.7pp |
| Employer contribution / active EE | $820 | $2,066-60.3% | $3,469-76.4% | $2,757-70.3% |
| Participant deferral / active EE | $1,812 | $3,191-43.2% | $4,995-63.7% | $4,300-57.9% |
| Admin fee / account holder | $933 | $5,785-83.9% | $9,418-90.1% | $6,925-86.5% |