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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 | $27,579 | $50,554-45.4% | $67,681-59.3% | $87,485-68.5% |
| Participation rate | 44.0% | 67.7%-23.7pp | 73.7%-29.7pp | 68.9%-24.9pp |
| Annual return | 16.22% | 17.81%-1.6pp | 590.58%-574.4pp | 26.06%-9.8pp |
| Employer contribution / active EE | $605 | $1,988-69.6% | $2,678-77.4% | $2,596-76.7% |
| Participant deferral / active EE | $2,174 | $2,961-26.6% | $3,976-45.3% | $4,274-49.1% |
| Admin fee / account holder | $2,028 | $4,132-50.9% | $6,100-66.8% | $7,775-73.9% |