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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 | $49,976-60.6% | $66,674-70.5% | $82,637-76.2% |
| Participation rate | 40.4% | 63.1%-22.7pp | 73.7%-33.2pp | 68.1%-27.6pp |
| Annual return | 21.47% | 39.09%-17.6pp | 321.24%-299.8pp | 53.51%-32.0pp |
| Employer contribution / active EE | $862 | $1,988-56.7% | $2,620-67.1% | $2,552-66.2% |
| Participant deferral / active EE | $2,712 | $2,847-4.7% | $4,084-33.6% | $4,126-34.3% |
| Admin fee / account holder | $1,464 | $4,594-68.1% | $5,098-71.3% | $7,339-80.0% |