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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 | $20,635 | $75,541-72.7% | $152,093-86.4% | $82,637-75.0% |
| Participation rate | 37.1% | 66.5%-29.4pp | 77.8%-40.7pp | 68.1%-31.0pp |
| Annual return | 22.13% | 32.56%-10.4pp | 66.36%-44.2pp | 53.51%-31.4pp |
| Employer contribution / active EE | $965 | $2,622-63.2% | $4,175-76.9% | $2,552-62.2% |
| Participant deferral / active EE | $2,068 | $3,206-35.5% | $5,451-62.1% | $4,126-49.9% |
| Admin fee / account holder | $2,544 | $6,405-60.3% | $14,497-82.5% | $7,339-65.3% |