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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 | $21,087 | $49,255-57.2% | $70,494-70.1% | $79,856-73.6% |
| Participation rate | 47.2% | 69.2%-21.9pp | 75.1%-27.8pp | 69.6%-22.4pp |
| Annual return | 14.67% | 30.10%-15.4pp | 109.16%-94.5pp | 31.71%-17.0pp |
| Employer contribution / active EE | $959 | $2,100-54.3% | $2,738-65.0% | $2,471-61.2% |
| Participant deferral / active EE | $966 | $2,768-65.1% | $3,711-74.0% | $3,741-74.2% |
| Admin fee / account holder | $2,066 | $2,879-28.2% | $3,848-46.3% | $5,306-61.1% |