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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 | $18,387 | $45,698-59.8% | $61,048-69.9% | $72,975-74.8% |
| Participation rate | 48.1% | 74.3%-26.1pp | 79.3%-31.2pp | 69.5%-21.3pp |
| Annual return | 60.97% | 20.14%+40.8pp | 26.18%+34.8pp | 81.01%-20.0pp |
| Employer contribution / active EE | $938 | $2,803-66.5% | $3,716-74.8% | $2,440-61.6% |
| Participant deferral / active EE | $3,281 | $3,264+0.5% | $4,470-26.6% | $3,608-9.0% |
| Admin fee / account holder | $1,582 | $3,347-52.7% | $3,728-57.6% | $5,124-69.1% |