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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 | $27,938 | $53,837-48.1% | $75,714-63.1% | $85,847-67.5% |
| Participation rate | 56.7% | 69.1%-12.4pp | 74.8%-18.2pp | 69.3%-12.7pp |
| Annual return | 24.61% | 24.54%+0.1pp | 104.62%-80.0pp | 318.61%-294.0pp |
| Employer contribution / active EE | $559 | $2,017-72.3% | $2,744-79.6% | $2,565-78.2% |
| Participant deferral / active EE | $2,585 | $2,895-10.7% | $3,820-32.3% | $3,952-34.6% |
| Admin fee / account holder | $759 | $3,339-77.3% | $3,619-79.0% | $6,261-87.9% |