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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 | $18,418 | $75,541-75.6% | $152,093-87.9% | $82,637-77.7% |
| Participation rate | 45.2% | 66.5%-21.4pp | 77.8%-32.6pp | 68.1%-22.9pp |
| Annual return | 17.07% | 32.56%-15.5pp | 66.36%-49.3pp | 53.51%-36.4pp |
| Employer contribution / active EE | $863 | $2,622-67.1% | $4,175-79.3% | $2,552-66.2% |
| Participant deferral / active EE | $1,899 | $3,206-40.8% | $5,451-65.2% | $4,126-54.0% |
| Admin fee / account holder | $4,782 | $6,405-25.3% | $14,497-67.0% | $7,339-34.8% |