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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 | $17,626 | $62,672-71.9% | $185,117-90.5% | $70,126-74.9% |
| Participation rate | 40.0% | 63.8%-23.8pp | 77.3%-37.3pp | 69.5%-29.5pp |
| Annual return | 19.25% | 40.79%-21.5pp | 40.50%-21.3pp | 73.15%-53.9pp |
| Employer contribution / active EE | $595 | $1,753-66.1% | $4,182-85.8% | $2,343-74.6% |
| Participant deferral / active EE | $1,757 | $3,272-46.3% | $5,045-65.2% | $3,332-47.3% |
| Admin fee / account holder | $3,137 | $3,932-20.2% | $8,159-61.6% | $4,645-32.5% |