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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 | $24,554 | $57,140-57.0% | $85,240-71.2% | $80,959-69.7% |
| Participation rate | 21.4% | 56.4%-35.0pp | 67.5%-46.1pp | 67.7%-46.2pp |
| Annual return | 45.39% | 21.71%+23.7pp | 66.75%-21.4pp | 35.67%+9.7pp |
| Employer contribution / active EE | $490 | $1,802-72.8% | $2,735-82.1% | $2,757-82.2% |
| Participant deferral / active EE | $1,928 | $3,115-38.1% | $4,527-57.4% | $4,300-55.2% |
| Admin fee / account holder | $1,492 | $4,992-70.1% | $6,165-75.8% | $6,925-78.5% |