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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 | $26,168 | $45,343-42.3% | $150,298-82.6% | $67,986-61.5% |
| Participation rate | 19.7% | 51.9%-32.1pp | 77.8%-58.0pp | 57.2%-37.5pp |
| Annual return | 20.50% | 33.28%-12.8pp | 62.79%-42.3pp | 31.67%-11.2pp |
| Employer contribution / active EE | $631 | $1,462-56.8% | $4,154-84.8% | $2,019-68.7% |
| Participant deferral / active EE | $1,114 | $2,055-45.8% | $5,453-79.6% | $3,358-66.8% |
| Admin fee / account holder | $1,920 | $2,250-14.6% | $14,116-86.4% | $3,203-40.1% |