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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 | $22,694 | $52,279-56.6% | $89,414-74.6% | $79,852-71.6% |
| Participation rate | 41.8% | 57.5%-15.8pp | 68.0%-26.2pp | 69.6%-27.9pp |
| Annual return | 16.54% | 22.16%-5.6pp | 245.50%-229.0pp | 31.72%-15.2pp |
| Employer contribution / active EE | $481 | $1,572-69.4% | $2,586-81.4% | $2,471-80.5% |
| Participant deferral / active EE | $1,267 | $2,740-53.8% | $3,890-67.4% | $3,740-66.1% |
| Admin fee / account holder | $1,069 | $3,356-68.1% | $4,883-78.1% | $5,306-79.8% |