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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 | $22,503 | $48,364-53.5% | $71,796-68.7% | $62,881-64.2% |
| Participation rate | 34.9% | 60.6%-25.7pp | 69.1%-34.2pp | 69.3%-34.4pp |
| Annual return | 9.78% | 13.16%-3.4pp | 78.04%-68.3pp | 20.14%-10.4pp |
| Employer contribution / active EE | $946 | $1,042-9.2% | $1,924-50.8% | $2,281-58.5% |
| Participant deferral / active EE | $2,163 | $2,091+3.4% | $2,794-22.6% | $3,203-32.5% |
| Admin fee / account holder | $933 | $3,771-75.3% | $4,815-80.6% | $4,296-78.3% |