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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 | $26,889 | $53,127-49.4% | $86,597-68.9% | $70,131-61.7% |
| Participation rate | 52.2% | 65.3%-13.1pp | 73.5%-21.3pp | 69.5%-17.3pp |
| Annual return | 17.35% | 27.66%-10.3pp | 964.96%-947.6pp | 73.14%-55.8pp |
| Employer contribution / active EE | $694 | $2,068-66.4% | $2,840-75.6% | $2,342-70.4% |
| Participant deferral / active EE | $3,217 | $2,696+19.3% | $3,609-10.9% | $3,332-3.4% |
| Admin fee / account holder | $4,603 | $3,585+28.4% | $4,906-6.2% | $4,645-0.9% |