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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 | $25,579 | $67,411-62.1% | $91,004-71.9% | $70,126-63.5% |
| Participation rate | 37.8% | 71.4%-33.5pp | 75.6%-37.8pp | 69.5%-31.7pp |
| Annual return | 17.29% | -40.16%+57.5pp | 4.60%+12.7pp | 73.15%-55.9pp |
| Employer contribution / active EE | $794 | $1,786-55.5% | $2,456-67.7% | $2,343-66.1% |
| Participant deferral / active EE | $1,343 | $2,823-52.4% | $3,548-62.1% | $3,332-59.7% |
| Admin fee / account holder | $1,215 | $4,236-71.3% | $5,417-77.6% | $4,645-73.9% |