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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 | $22,709 | $45,050-49.6% | $63,018-64.0% | $70,126-67.6% |
| Participation rate | 49.2% | 69.5%-20.3pp | 74.8%-25.6pp | 69.5%-20.3pp |
| Annual return | 16.44% | 18.76%-2.3pp | 87.62%-71.2pp | 73.15%-56.7pp |
| Employer contribution / active EE | $608 | $2,052-70.4% | $2,761-78.0% | $2,343-74.0% |
| Participant deferral / active EE | $1,291 | $2,466-47.6% | $3,330-61.2% | $3,332-61.2% |
| Admin fee / account holder | $354 | $2,834-87.5% | $3,601-90.2% | $4,645-92.4% |