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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 | $23,566 | $70,430-66.5% | $96,572-75.6% | $85,851-72.5% |
| Participation rate | 40.0% | 61.8%-21.8pp | 69.8%-29.8pp | 69.3%-29.3pp |
| Annual return | 17.59% | 18.58%-1.0pp | 37.79%-20.2pp | 318.63%-301.0pp |
| Employer contribution / active EE | $377 | $1,413-73.3% | $2,357-84.0% | $2,565-85.3% |
| Participant deferral / active EE | $1,797 | $2,894-37.9% | $3,850-53.3% | $3,952-54.5% |
| Admin fee / account holder | $444 | $4,996-91.1% | $6,183-92.8% | $6,261-92.9% |