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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 | $22,920 | $45,343-49.5% | $150,298-84.8% | $67,986-66.3% |
| Participation rate | 25.0% | 51.9%-26.9pp | 77.8%-52.8pp | 57.2%-32.2pp |
| Annual return | 16.69% | 33.28%-16.6pp | 62.79%-46.1pp | 31.67%-15.0pp |
| Employer contribution / active EE | $232 | $1,462-84.1% | $4,154-94.4% | $2,019-88.5% |
| Participant deferral / active EE | $1,102 | $2,055-46.3% | $5,453-79.8% | $3,358-67.2% |
| Admin fee / account holder | $1,246 | $2,250-44.6% | $14,116-91.2% | $3,203-61.1% |