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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 | $24,232 | $45,041-46.2% | $63,003-61.5% | $70,131-65.4% |
| Participation rate | 61.0% | 69.5%-8.5pp | 74.8%-13.8pp | 69.5%-8.5pp |
| Annual return | 12.63% | 18.76%-6.1pp | 87.59%-75.0pp | 73.14%-60.5pp |
| Employer contribution / active EE | $839 | $2,052-59.1% | $2,760-69.6% | $2,342-64.2% |
| Participant deferral / active EE | $1,068 | $2,465-56.7% | $3,329-67.9% | $3,332-67.9% |
| Admin fee / account holder | $2,953 | $2,836+4.1% | $3,600-18.0% | $4,645-36.4% |