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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 | $34,444 | $41,016-16.0% | $152,093-77.4% | $64,097-46.3% |
| Participation rate | 19.2% | 51.3%-32.1pp | 77.8%-58.6pp | 55.2%-36.0pp |
| Annual return | 19.89% | 39.60%-19.7pp | 66.36%-46.5pp | 34.64%-14.8pp |
| Employer contribution / active EE | $362 | $1,342-73.0% | $4,175-91.3% | $1,891-80.9% |
| Participant deferral / active EE | $640 | $1,927-66.8% | $5,451-88.3% | $3,080-79.2% |
| Admin fee / account holder | $1,126 | $2,305-51.1% | $14,497-92.2% | $3,454-67.4% |