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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 | $21,065 | $76,407-72.4% | $150,298-86.0% | $82,448-74.5% |
| Participation rate | 23.8% | 66.4%-42.6pp | 77.8%-54.0pp | 68.1%-44.3pp |
| Annual return | 14.33% | 39.99%-25.7pp | 62.79%-48.5pp | 41.64%-27.3pp |
| Employer contribution / active EE | $447 | $2,614-82.9% | $4,154-89.2% | $2,551-82.5% |
| Participant deferral / active EE | $1,819 | $3,214-43.4% | $5,453-66.6% | $4,139-56.1% |
| Admin fee / account holder | $6,605 | $6,352+4.0% | $14,116-53.2% | $7,234-8.7% |