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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 | $25,182 | $58,848-57.2% | $88,179-71.4% | $82,637-69.5% |
| Participation rate | 48.8% | 57.9%-9.1pp | 69.1%-20.3pp | 68.1%-19.2pp |
| Annual return | 19.79% | 22.76%-3.0pp | 64.97%-45.2pp | 53.51%-33.7pp |
| Employer contribution / active EE | $901 | $1,678-46.3% | $2,549-64.6% | $2,552-64.7% |
| Participant deferral / active EE | $2,363 | $3,124-24.4% | $4,614-48.8% | $4,126-42.7% |
| Admin fee / account holder | $1,015 | $4,795-78.8% | $7,673-86.8% | $7,339-86.2% |