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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 | $19,449 | $47,848-59.4% | $81,473-76.1% | $70,126-72.3% |
| Participation rate | 42.9% | 58.3%-15.4pp | 68.0%-25.1pp | 69.5%-26.7pp |
| Annual return | 19.17% | 27.25%-8.1pp | 38.78%-19.6pp | 73.15%-54.0pp |
| Employer contribution / active EE | $426 | $1,527-72.1% | $2,568-83.4% | $2,343-81.8% |
| Participant deferral / active EE | $1,042 | $2,453-57.5% | $3,537-70.6% | $3,332-68.7% |
| Admin fee / account holder | $4,379 | $3,145+39.3% | $4,561-4.0% | $4,645-5.7% |