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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 | $88,996-76.0% | $78,004-72.6% | $138,895-84.6% |
| Participation rate | 40.9% | 74.4%-33.5pp | 69.4%-28.5pp | 79.9%-39.0pp |
| Annual return | 14.21% | 28.03%-13.8pp | 31.07%-16.9pp | 145.39%-131.2pp |
| Employer contribution / active EE | $876 | $2,917-70.0% | $2,469-64.5% | $4,194-79.1% |
| Participant deferral / active EE | $1,270 | $4,724-73.1% | $4,092-69.0% | $6,396-80.2% |
| Admin fee / account holder | $3,631 | $8,807-58.8% | $7,578-52.1% | $12,562-71.1% |