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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 | $19,539 | $45,050-56.6% | $63,018-69.0% | $70,126-72.1% |
| Participation rate | 53.2% | 69.5%-16.3pp | 74.8%-21.6pp | 69.5%-16.3pp |
| Annual return | 12.27% | 18.76%-6.5pp | 87.62%-75.4pp | 73.15%-60.9pp |
| Employer contribution / active EE | $808 | $2,052-60.6% | $2,761-70.7% | $2,343-65.5% |
| Participant deferral / active EE | $1,903 | $2,466-22.8% | $3,330-42.8% | $3,332-42.9% |
| Admin fee / account holder | $663 | $2,834-76.6% | $3,601-81.6% | $4,645-85.7% |