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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 | $22,642 | $78,672-71.2% | $109,163-79.3% | $85,856-73.6% |
| Participation rate | 31.1% | 68.3%-37.1pp | 75.9%-44.7pp | 69.3%-38.2pp |
| Annual return | 25.47% | 25.09%+0.4pp | 25.75%-0.3pp | 318.58%-293.1pp |
| Employer contribution / active EE | $774 | $2,734-71.7% | $3,723-79.2% | $2,565-69.8% |
| Participant deferral / active EE | $2,039 | $3,467-41.2% | $4,654-56.2% | $3,952-48.4% |
| Admin fee / account holder | $984 | $5,470-82.0% | $6,754-85.4% | $6,261-84.3% |