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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 | $19,479 | $55,902-65.2% | $76,030-74.4% | $80,959-75.9% |
| Participation rate | 36.1% | 62.1%-26.0pp | 69.1%-33.0pp | 67.7%-31.6pp |
| Annual return | 42.20% | 20.59%+21.6pp | 361.54%-319.3pp | 35.67%+6.5pp |
| Employer contribution / active EE | $687 | $1,867-63.2% | $2,688-74.4% | $2,757-75.1% |
| Participant deferral / active EE | $1,665 | $3,051-45.4% | $4,257-60.9% | $4,300-61.3% |
| Admin fee / account holder | $4,388 | $5,239-16.3% | $6,421-31.7% | $6,925-36.6% |