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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 | $23,776 | $61,356-61.2% | $149,696-84.1% | $71,511-66.8% |
| Participation rate | 32.4% | 62.5%-30.1pp | 78.8%-46.4pp | 67.9%-35.5pp |
| Annual return | 21.73% | 35.86%-14.1pp | 134.46%-112.7pp | 28.86%-7.1pp |
| Employer contribution / active EE | $884 | $2,382-62.9% | $4,821-81.7% | $2,589-65.9% |
| Participant deferral / active EE | $1,562 | $2,920-46.5% | $5,682-72.5% | $4,291-63.6% |
| Admin fee / account holder | $563 | $1,263-55.4% | $13,212-95.7% | $1,588-64.6% |