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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 | $22,502 | $51,638-56.4% | $68,368-67.1% | $82,448-72.7% |
| Participation rate | 58.6% | 63.6%-5.0pp | 73.8%-15.2pp | 68.1%-9.5pp |
| Annual return | 17.59% | 37.53%-19.9pp | 292.57%-275.0pp | 41.64%-24.0pp |
| Employer contribution / active EE | $560 | $2,047-72.6% | $2,649-78.8% | $2,551-78.0% |
| Participant deferral / active EE | $2,021 | $2,914-30.6% | $4,123-51.0% | $4,139-51.2% |
| Admin fee / account holder | $2,932 | $4,643-36.9% | $5,150-43.1% | $7,234-59.5% |