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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 | $21,013 | $71,215-70.5% | $93,696-77.6% | $80,935-74.0% |
| Participation rate | 36.1% | 60.4%-24.3pp | 68.7%-32.7pp | 67.7%-31.6pp |
| Annual return | 27.34% | 11.27%+16.1pp | 133.74%-106.4pp | 35.66%-8.3pp |
| Employer contribution / active EE | $721 | $1,565-54.0% | $2,422-70.2% | $2,757-73.9% |
| Participant deferral / active EE | $2,461 | $4,037-39.0% | $4,417-44.3% | $4,299-42.8% |
| Admin fee / account holder | $9,222 | $6,958+32.5% | $8,287+11.3% | $6,924+33.2% |