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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 | $26,298 | $52,279-49.7% | $89,435-70.6% | $79,856-67.1% |
| Participation rate | 44.2% | 57.5%-13.4pp | 68.0%-23.8pp | 69.6%-25.5pp |
| Annual return | 17.11% | 22.16%-5.1pp | 245.55%-228.4pp | 31.71%-14.6pp |
| Employer contribution / active EE | $810 | $1,572-48.5% | $2,587-68.7% | $2,471-67.2% |
| Participant deferral / active EE | $1,974 | $2,740-28.0% | $3,890-49.3% | $3,741-47.2% |
| Admin fee / account holder | $904 | $3,356-73.1% | $4,884-81.5% | $5,306-83.0% |