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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 | $22,585 | $90,486-75.0% | $78,676-71.3% | $273,972-91.8% |
| Participation rate | 20.0% | 76.5%-56.5pp | 73.6%-53.6pp | 83.0%-63.0pp |
| Annual return | 5.78% | 75.62%-69.8pp | 62.19%-56.4pp | 41.46%-35.7pp |
| Employer contribution / active EE | $1,267 | $3,175-60.1% | $2,850-55.5% | $4,869-74.0% |
| Participant deferral / active EE | $4,721 | $3,901+21.0% | $3,517+34.3% | $5,287-10.7% |
| Admin fee / account holder | $331 | $5,263-93.7% | $4,510-92.7% | $10,133-96.7% |