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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 | $26,319 | $76,407-65.6% | $150,298-82.5% | $82,448-68.1% |
| Participation rate | 27.7% | 66.4%-38.7pp | 77.8%-50.1pp | 68.1%-40.4pp |
| Annual return | 22.10% | 39.99%-17.9pp | 62.79%-40.7pp | 41.64%-19.5pp |
| Employer contribution / active EE | $703 | $2,614-73.1% | $4,154-83.1% | $2,551-72.4% |
| Participant deferral / active EE | $1,491 | $3,214-53.6% | $5,453-72.6% | $4,139-64.0% |
| Admin fee / account holder | $730 | $6,352-88.5% | $14,116-94.8% | $7,234-89.9% |