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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 | $26,408 | $49,024-46.1% | $112,860-76.6% | $87,485-69.8% |
| Participation rate | 20.7% | 62.2%-41.5pp | 66.3%-45.6pp | 68.9%-48.2pp |
| Annual return | 15.98% | 43.86%-27.9pp | 35.26%-19.3pp | 26.06%-10.1pp |
| Employer contribution / active EE | $487 | $1,290-62.3% | $2,206-77.9% | $2,596-81.3% |
| Participant deferral / active EE | $1,744 | $2,209-21.0% | $3,493-50.1% | $4,274-59.2% |
| Admin fee / account holder | $5,885 | $6,266-6.1% | $6,841-14.0% | $7,775-24.3% |