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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 | $44,746-55.1% | $88,179-77.2% | $64,097-68.7% |
| Participation rate | 21.5% | 39.8%-18.3pp | 69.1%-47.6pp | 55.2%-33.7pp |
| Annual return | 16.62% | 24.70%-8.1pp | 64.97%-48.3pp | 34.64%-18.0pp |
| Employer contribution / active EE | $478 | $1,078-55.6% | $2,549-81.2% | $1,891-74.7% |
| Participant deferral / active EE | $1,198 | $2,072-42.2% | $4,614-74.0% | $3,080-61.1% |
| Admin fee / account holder | $5,448 | $3,437+58.5% | $7,673-29.0% | $3,454+57.7% |