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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 | $21,588 | $52,580-58.9% | $71,671-69.9% | $70,126-69.2% |
| Participation rate | 50.0% | 60.9%-10.9pp | 68.7%-18.7pp | 69.5%-19.5pp |
| Annual return | 17.93% | 20.25%-2.3pp | 20.65%-2.7pp | 73.15%-55.2pp |
| Employer contribution / active EE | $629 | $1,616-61.0% | $2,460-74.4% | $2,343-73.1% |
| Participant deferral / active EE | $1,179 | $2,386-50.6% | $3,438-65.7% | $3,332-64.6% |
| Admin fee / account holder | $1,490 | $3,653-59.2% | $5,558-73.2% | $4,645-67.9% |