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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 | $18,844 | $66,431-71.6% | $109,916-82.9% | $85,851-78.1% |
| Participation rate | 38.2% | 63.9%-25.6pp | 74.2%-36.0pp | 69.3%-31.1pp |
| Annual return | 15.39% | 19.59%-4.2pp | 29.46%-14.1pp | 318.63%-303.2pp |
| Employer contribution / active EE | $977 | $1,688-42.1% | $2,844-65.6% | $2,565-61.9% |
| Participant deferral / active EE | $1,602 | $2,844-43.7% | $4,047-60.4% | $3,952-59.5% |
| Admin fee / account holder | $1,983 | $4,559-56.5% | $6,069-67.3% | $6,261-68.3% |