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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 | $23,325 | $69,590-66.5% | $136,867-83.0% | $94,015-75.2% |
| Participation rate | 53.4% | 66.3%-12.9pp | 74.5%-21.1pp | 70.8%-17.4pp |
| Annual return | 16.34% | 19.62%-3.3pp | 42.97%-26.6pp | 17.84%-1.5pp |
| Employer contribution / active EE | $973 | $2,396-59.4% | $3,547-72.6% | $2,790-65.1% |
| Participant deferral / active EE | $1,504 | $3,437-56.2% | $4,924-69.5% | $4,249-64.6% |
| Admin fee / account holder | $1,830 | $8,912-79.5% | $10,340-82.3% | $8,951-79.6% |