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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 | $20,091 | $45,312-55.7% | $86,233-76.7% | $67,986-70.4% |
| Participation rate | 21.5% | 42.4%-20.9pp | 69.0%-47.5pp | 57.2%-35.7pp |
| Annual return | 16.62% | 24.79%-8.2pp | 61.39%-44.8pp | 31.67%-15.0pp |
| Employer contribution / active EE | $478 | $1,160-58.8% | $2,504-80.9% | $2,019-76.3% |
| Participant deferral / active EE | $1,198 | $2,185-45.2% | $4,559-73.7% | $3,358-64.3% |
| Admin fee / account holder | $5,448 | $3,295+65.3% | $8,342-34.7% | $3,203+70.1% |