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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 | $20,933 | $65,364-68.0% | $92,909-77.5% | $72,975-71.3% |
| Participation rate | 41.4% | 68.3%-26.9pp | 76.0%-34.6pp | 69.5%-28.1pp |
| Annual return | 23.71% | 42.11%-18.4pp | 109.44%-85.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $871 | $2,594-66.4% | $3,653-76.2% | $2,440-64.3% |
| Participant deferral / active EE | $1,566 | $3,128-49.9% | $4,238-63.0% | $3,608-56.6% |
| Admin fee / account holder | $309 | $4,251-92.7% | $5,795-94.7% | $5,124-94.0% |