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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 | $22,645 | $58,848-61.5% | $88,179-74.3% | $82,637-72.6% |
| Participation rate | 25.0% | 57.9%-32.9pp | 69.1%-44.1pp | 68.1%-43.1pp |
| Annual return | 14.89% | 22.76%-7.9pp | 64.97%-50.1pp | 53.51%-38.6pp |
| Employer contribution / active EE | $286 | $1,678-83.0% | $2,549-88.8% | $2,552-88.8% |
| Participant deferral / active EE | $1,568 | $3,124-49.8% | $4,614-66.0% | $4,126-62.0% |
| Admin fee / account holder | $1,032 | $4,795-78.5% | $7,673-86.5% | $7,339-85.9% |