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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 | $22,517 | $56,110-59.9% | $94,993-76.3% | $70,126-67.9% |
| Participation rate | 38.9% | 65.0%-26.1pp | 73.9%-35.0pp | 69.5%-30.7pp |
| Annual return | 19.05% | 51.02%-32.0pp | 27.14%-8.1pp | 73.15%-54.1pp |
| Employer contribution / active EE | $491 | $1,442-66.0% | $2,603-81.1% | $2,343-79.0% |
| Participant deferral / active EE | $1,386 | $2,391-42.0% | $3,317-58.2% | $3,332-58.4% |
| Admin fee / account holder | $1,370 | $3,456-60.4% | $4,960-72.4% | $4,645-70.5% |