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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 | $19,666 | $71,208-72.4% | $93,681-79.0% | $80,911-75.7% |
| Participation rate | 53.7% | 60.4%-6.7pp | 68.7%-15.0pp | 67.6%-13.9pp |
| Annual return | 11.46% | 11.27%+0.2pp | 133.47%-122.0pp | 35.63%-24.2pp |
| Employer contribution / active EE | $1,418 | $1,564-9.4% | $2,422-41.5% | $2,756-48.6% |
| Participant deferral / active EE | $2,688 | $4,035-33.4% | $4,415-39.1% | $4,297-37.5% |
| Admin fee / account holder | $1,564 | $6,951-77.5% | $8,290-81.1% | $6,935-77.4% |