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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 | $49,976-53.3% | $66,674-65.0% | $82,637-71.8% |
| Participation rate | 53.4% | 63.1%-9.7pp | 73.7%-20.2pp | 68.1%-14.6pp |
| Annual return | 16.34% | 39.09%-22.8pp | 321.24%-304.9pp | 53.51%-37.2pp |
| Employer contribution / active EE | $973 | $1,988-51.1% | $2,620-62.9% | $2,552-61.9% |
| Participant deferral / active EE | $1,504 | $2,847-47.2% | $4,084-63.2% | $4,126-63.6% |
| Admin fee / account holder | $1,830 | $4,594-60.2% | $5,098-64.1% | $7,339-75.1% |