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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 | $19,650 | $52,279-62.4% | $89,414-78.0% | $79,852-75.4% |
| Participation rate | 55.9% | 57.5%-1.7pp | 68.0%-12.1pp | 69.6%-13.8pp |
| Annual return | 21.95% | 22.16%-0.2pp | 245.50%-223.6pp | 31.72%-9.8pp |
| Employer contribution / active EE | $318 | $1,572-79.8% | $2,586-87.7% | $2,471-87.1% |
| Participant deferral / active EE | $879 | $2,740-67.9% | $3,890-77.4% | $3,740-76.5% |
| Admin fee / account holder | $1,167 | $3,356-65.2% | $4,883-76.1% | $5,306-78.0% |