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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 | $19,678 | $51,638-61.9% | $68,368-71.2% | $82,448-76.1% |
| Participation rate | 40.4% | 63.6%-23.2pp | 73.8%-33.3pp | 68.1%-27.6pp |
| Annual return | 21.47% | 37.53%-16.1pp | 292.57%-271.1pp | 41.64%-20.2pp |
| Employer contribution / active EE | $862 | $2,047-57.9% | $2,649-67.5% | $2,551-66.2% |
| Participant deferral / active EE | $2,712 | $2,914-6.9% | $4,123-34.2% | $4,139-34.5% |
| Admin fee / account holder | $1,464 | $4,643-68.5% | $5,150-71.6% | $7,234-79.8% |