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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 | $20,082 | $81,358-75.3% | $155,556-87.1% | $80,959-75.2% |
| Participation rate | 14.8% | 66.3%-51.5pp | 78.2%-63.5pp | 67.7%-52.9pp |
| Annual return | 20.96% | 33.39%-12.4pp | 64.84%-43.9pp | 35.67%-14.7pp |
| Employer contribution / active EE | $785 | $3,106-74.7% | $4,675-83.2% | $2,757-71.5% |
| Participant deferral / active EE | $1,229 | $3,455-64.4% | $5,631-78.2% | $4,300-71.4% |
| Admin fee / account holder | $3,477 | $7,994-56.5% | $15,885-78.1% | $6,925-49.8% |