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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 | $21,350 | $87,166-75.5% | $76,735-72.2% | $137,256-84.4% |
| Participation rate | 40.9% | 74.4%-33.4pp | 69.5%-28.6pp | 80.0%-39.1pp |
| Annual return | 14.21% | 26.50%-12.3pp | 29.77%-15.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $876 | $2,904-69.8% | $2,454-64.3% | $4,156-78.9% |
| Participant deferral / active EE | $1,270 | $4,726-73.1% | $4,088-68.9% | $6,407-80.2% |
| Admin fee / account holder | $3,631 | $8,403-56.8% | $7,189-49.5% | $12,270-70.4% |