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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 | $23,035 | $116,167-80.2% | $64,489-64.3% | $137,256-83.2% |
| Participation rate | 30.4% | 68.2%-37.8pp | 67.7%-37.3pp | 80.0%-49.5pp |
| Annual return | 19.74% | 36.55%-16.8pp | 55.03%-35.3pp | 220.34%-200.6pp |
| Employer contribution / active EE | $486 | $2,483-80.4% | $1,523-68.1% | $4,156-88.3% |
| Participant deferral / active EE | $784 | $4,215-81.4% | $2,778-71.8% | $6,407-87.8% |
| Admin fee / account holder | $664 | $6,188-89.3% | $4,260-84.4% | $12,270-94.6% |