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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 | $21,868 | $45,343-51.8% | $150,298-85.5% | $67,986-67.8% |
| Participation rate | 34.3% | 51.9%-17.6pp | 77.8%-43.5pp | 57.2%-22.9pp |
| Annual return | 19.90% | 33.28%-13.4pp | 62.79%-42.9pp | 31.67%-11.8pp |
| Employer contribution / active EE | $688 | $1,462-53.0% | $4,154-83.4% | $2,019-65.9% |
| Participant deferral / active EE | $1,260 | $2,055-38.7% | $5,453-76.9% | $3,358-62.5% |
| Admin fee / account holder | $3,091 | $2,250+37.4% | $14,116-78.1% | $3,203-3.5% |