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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 | $45,343-50.6% | $150,298-85.1% | $67,986-67.1% |
| Participation rate | 50.4% | 51.9%-1.4pp | 77.8%-27.3pp | 57.2%-6.8pp |
| Annual return | 18.08% | 33.28%-15.2pp | 62.79%-44.7pp | 31.67%-13.6pp |
| Employer contribution / active EE | $958 | $1,462-34.5% | $4,154-76.9% | $2,019-52.6% |
| Participant deferral / active EE | $1,566 | $2,055-23.8% | $5,453-71.3% | $3,358-53.4% |
| Admin fee / account holder | $577 | $2,250-74.4% | $14,116-95.9% | $3,203-82.0% |