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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 | $24,114 | $58,099-58.5% | $76,872-68.6% | $75,173-67.9% |
| Participation rate | 25.7% | 63.9%-38.2pp | 69.6%-43.9pp | 67.2%-41.5pp |
| Annual return | 26.13% | 26.71%-0.6pp | 37.90%-11.8pp | 160.72%-134.6pp |
| Employer contribution / active EE | $664 | $1,996-66.7% | $2,533-73.8% | $2,671-75.1% |
| Participant deferral / active EE | $1,054 | $2,999-64.8% | $3,832-72.5% | $4,126-74.4% |
| Admin fee / account holder | $2,262 | $4,778-52.7% | $5,476-58.7% | $5,651-60.0% |