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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 | $21,147 | $51,638-59.0% | $68,368-69.1% | $82,448-74.4% |
| Participation rate | 42.0% | 63.6%-21.6pp | 73.8%-31.8pp | 68.1%-26.1pp |
| Annual return | 14.93% | 37.53%-22.6pp | 292.57%-277.6pp | 41.64%-26.7pp |
| Employer contribution / active EE | $918 | $2,047-55.1% | $2,649-65.3% | $2,551-64.0% |
| Participant deferral / active EE | $1,698 | $2,914-41.7% | $4,123-58.8% | $4,139-59.0% |
| Admin fee / account holder | $5,158 | $4,643+11.1% | $5,150+0.2% | $7,234-28.7% |