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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 | $19,752 | $52,279-62.2% | $89,435-77.9% | $79,856-75.3% |
| Participation rate | 32.5% | 57.5%-25.0pp | 68.0%-35.5pp | 69.6%-37.1pp |
| Annual return | 21.23% | 22.16%-0.9pp | 245.55%-224.3pp | 31.71%-10.5pp |
| Employer contribution / active EE | $612 | $1,572-61.0% | $2,587-76.3% | $2,471-75.2% |
| Participant deferral / active EE | $1,093 | $2,740-60.1% | $3,890-71.9% | $3,741-70.8% |
| Admin fee / account holder | $1,326 | $3,356-60.5% | $4,884-72.9% | $5,306-75.0% |