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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 | $64,920-64.1% | $103,693-77.5% | $86,983-73.2% |
| Participation rate | 53.4% | 63.6%-10.2pp | 72.6%-19.2pp | 69.5%-16.1pp |
| Annual return | 16.34% | 30.29%-14.0pp | 47.61%-31.3pp | 25.83%-9.5pp |
| Employer contribution / active EE | $973 | $2,141-54.6% | $2,920-66.7% | $2,584-62.4% |
| Participant deferral / active EE | $1,504 | $3,241-53.6% | $4,579-67.2% | $4,194-64.1% |
| Admin fee / account holder | $1,830 | $6,191-70.4% | $7,858-76.7% | $7,856-76.7% |