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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 | $19,415 | $71,197-72.7% | $93,669-79.3% | $80,925-76.0% |
| Participation rate | 40.9% | 60.4%-19.5pp | 68.7%-27.8pp | 67.7%-26.7pp |
| Annual return | 13.98% | 11.27%+2.7pp | 133.59%-119.6pp | 35.65%-21.7pp |
| Employer contribution / active EE | $968 | $1,565-38.1% | $2,424-60.1% | $2,756-64.9% |
| Participant deferral / active EE | $1,570 | $4,036-61.1% | $4,416-64.5% | $4,299-63.5% |
| Admin fee / account holder | $610 | $6,959-91.2% | $8,291-92.6% | $6,940-91.2% |