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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 | $152,394-84.9% | $124,067-81.4% | $155,188-85.2% |
| Participation rate | 30.4% | 68.8%-38.4pp | 66.9%-36.5pp | 80.8%-50.4pp |
| Annual return | 19.74% | 34.93%-15.2pp | 31.06%-11.3pp | 148.84%-129.1pp |
| Employer contribution / active EE | $486 | $2,398-79.7% | $2,166-77.5% | $4,248-88.6% |
| Participant deferral / active EE | $784 | $3,823-79.5% | $3,463-77.4% | $6,531-88.0% |
| Admin fee / account holder | $664 | $6,949-90.4% | $7,351-91.0% | $14,480-95.4% |