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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 | $18,089 | $75,541-76.1% | $152,093-88.1% | $82,637-78.1% |
| Participation rate | 28.0% | 66.5%-38.5pp | 77.8%-49.8pp | 68.1%-40.1pp |
| Annual return | 19.48% | 32.56%-13.1pp | 66.36%-46.9pp | 53.51%-34.0pp |
| Employer contribution / active EE | $378 | $2,622-85.6% | $4,175-90.9% | $2,552-85.2% |
| Participant deferral / active EE | $1,094 | $3,206-65.9% | $5,451-79.9% | $4,126-73.5% |
| Admin fee / account holder | $1,461 | $6,405-77.2% | $14,497-89.9% | $7,339-80.1% |