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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 | $25,886 | $76,407-66.1% | $150,298-82.8% | $82,448-68.6% |
| Participation rate | 47.4% | 66.4%-19.0pp | 77.8%-30.4pp | 68.1%-20.7pp |
| Annual return | 13.60% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $704 | $2,614-73.1% | $4,154-83.1% | $2,551-72.4% |
| Participant deferral / active EE | $2,167 | $3,214-32.6% | $5,453-60.3% | $4,139-47.6% |
| Admin fee / account holder | $2,685 | $6,352-57.7% | $14,116-81.0% | $7,234-62.9% |