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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 | $21,461 | $81,331-73.6% | $155,534-86.2% | $80,935-73.5% |
| Participation rate | 39.1% | 66.3%-27.1pp | 78.2%-39.1pp | 67.7%-28.5pp |
| Annual return | 11.16% | 33.37%-22.2pp | 64.92%-53.8pp | 35.66%-24.5pp |
| Employer contribution / active EE | $674 | $3,105-78.3% | $4,675-85.6% | $2,757-75.5% |
| Participant deferral / active EE | $2,235 | $3,454-35.3% | $5,630-60.3% | $4,299-48.0% |
| Admin fee / account holder | $1,924 | $7,999-75.9% | $15,900-87.9% | $6,924-72.2% |