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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 | $21,709 | $38,967-44.3% | $86,233-74.8% | $79,634-72.7% |
| Participation rate | 22.9% | 34.1%-11.2pp | 69.0%-46.1pp | 62.5%-39.6pp |
| Annual return | 14.69% | 49.90%-35.2pp | 61.39%-46.7pp | 36.46%-21.8pp |
| Employer contribution / active EE | $442 | $868-49.1% | $2,504-82.4% | $2,529-82.5% |
| Participant deferral / active EE | $909 | $1,663-45.3% | $4,559-80.1% | $3,835-76.3% |
| Admin fee / account holder | $2,981 | $2,660+12.0% | $8,342-64.3% | $1,002+197.5% |