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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 | $22,366 | $73,955-69.8% | $96,520-76.8% | $75,181-70.3% |
| Participation rate | 31.6% | 66.4%-34.8pp | 74.3%-42.7pp | 67.2%-35.6pp |
| Annual return | 25.16% | 26.72%-1.6pp | 35.72%-10.6pp | 160.69%-135.5pp |
| Employer contribution / active EE | $1,114 | $2,930-62.0% | $3,739-70.2% | $2,671-58.3% |
| Participant deferral / active EE | $2,369 | $3,659-35.3% | $4,879-51.4% | $4,126-42.6% |
| Admin fee / account holder | $2,004 | $5,217-61.6% | $6,733-70.2% | $5,650-64.5% |