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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 | $22,381 | $43,496-48.5% | $161,489-86.1% | $64,340-65.2% |
| Participation rate | 50.4% | 53.5%-3.1pp | 78.7%-28.3pp | 55.2%-4.8pp |
| Annual return | 18.08% | 20.76%-2.7pp | 89.72%-71.6pp | 24.14%-6.1pp |
| Employer contribution / active EE | $958 | $1,431-33.1% | $4,268-77.6% | $1,862-48.6% |
| Participant deferral / active EE | $1,566 | $1,996-21.5% | $5,630-72.2% | $2,980-47.5% |
| Admin fee / account holder | $577 | $2,330-75.3% | $16,006-96.4% | $3,703-84.4% |