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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 | $20,690 | $45,312-54.3% | $86,233-76.0% | $67,986-69.6% |
| Participation rate | 23.6% | 42.4%-18.9pp | 69.0%-45.5pp | 57.2%-33.6pp |
| Annual return | 16.70% | 24.79%-8.1pp | 61.39%-44.7pp | 31.67%-15.0pp |
| Employer contribution / active EE | $418 | $1,160-63.9% | $2,504-83.3% | $2,019-79.3% |
| Participant deferral / active EE | $660 | $2,185-69.8% | $4,559-85.5% | $3,358-80.3% |
| Admin fee / account holder | $3,260 | $3,295-1.1% | $8,342-60.9% | $3,203+1.8% |