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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 | $23,774 | $58,828-59.6% | $78,002-69.5% | $62,881-62.2% |
| Participation rate | 48.8% | 71.1%-22.3pp | 75.5%-26.7pp | 69.3%-20.5pp |
| Annual return | 4.78% | 17.16%-12.4pp | 425.99%-421.2pp | 20.14%-15.4pp |
| Employer contribution / active EE | $933 | $1,672-44.2% | $2,470-62.2% | $2,281-59.1% |
| Participant deferral / active EE | $2,003 | $2,686-25.4% | $3,497-42.7% | $3,203-37.5% |
| Admin fee / account holder | $4,711 | $4,393+7.2% | $5,481-14.0% | $4,296+9.7% |