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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 | $21,086 | $49,976-57.8% | $66,674-68.4% | $82,637-74.5% |
| Participation rate | 53.1% | 63.1%-10.0pp | 73.7%-20.6pp | 68.1%-15.0pp |
| Annual return | 15.58% | 39.09%-23.5pp | 321.24%-305.7pp | 53.51%-37.9pp |
| Employer contribution / active EE | $458 | $1,988-76.9% | $2,620-82.5% | $2,552-82.0% |
| Participant deferral / active EE | $3,081 | $2,847+8.2% | $4,084-24.6% | $4,126-25.3% |
| Admin fee / account holder | $2,997 | $4,594-34.8% | $5,098-41.2% | $7,339-59.2% |