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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 | $21,214 | $49,249-56.9% | $70,476-69.9% | $79,852-73.4% |
| Participation rate | 51.9% | 69.2%-17.2pp | 75.1%-23.1pp | 69.6%-17.7pp |
| Annual return | 22.09% | 30.09%-8.0pp | 109.12%-87.0pp | 31.72%-9.6pp |
| Employer contribution / active EE | $968 | $2,100-53.9% | $2,738-64.7% | $2,471-60.8% |
| Participant deferral / active EE | $2,741 | $2,769-1.0% | $3,710-26.1% | $3,740-26.7% |
| Admin fee / account holder | $1,151 | $2,878-60.0% | $3,847-70.1% | $5,306-78.3% |