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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 | $39,903 | $46,877-14.9% | $122,354-67.4% | $70,126-43.1% |
| Participation rate | 19.6% | 58.2%-38.6pp | 71.6%-52.1pp | 69.5%-50.0pp |
| Annual return | 17.02% | 24.22%-7.2pp | 30.28%-13.3pp | 73.15%-56.1pp |
| Employer contribution / active EE | $420 | $1,288-67.4% | $4,051-89.6% | $2,343-82.1% |
| Participant deferral / active EE | $1,102 | $2,167-49.2% | $3,287-66.5% | $3,332-66.9% |
| Admin fee / account holder | $759 | $3,324-77.2% | $5,479-86.2% | $4,645-83.7% |