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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 | $49,976-55.0% | $66,674-66.3% | $82,637-72.8% |
| Participation rate | 58.6% | 63.1%-4.5pp | 73.7%-15.1pp | 68.1%-9.5pp |
| Annual return | 17.59% | 39.09%-21.5pp | 321.24%-303.6pp | 53.51%-35.9pp |
| Employer contribution / active EE | $560 | $1,988-71.8% | $2,620-78.6% | $2,552-78.0% |
| Participant deferral / active EE | $2,021 | $2,847-29.0% | $4,084-50.5% | $4,126-51.0% |
| Admin fee / account holder | $2,932 | $4,594-36.2% | $5,098-42.5% | $7,339-60.0% |