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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 | $21,013 | $71,208-70.5% | $93,681-77.6% | $80,911-74.0% |
| Participation rate | 36.1% | 60.4%-24.3pp | 68.7%-32.7pp | 67.6%-31.6pp |
| Annual return | 27.34% | 11.27%+16.1pp | 133.47%-106.1pp | 35.63%-8.3pp |
| Employer contribution / active EE | $721 | $1,564-53.9% | $2,422-70.3% | $2,756-73.9% |
| Participant deferral / active EE | $2,461 | $4,035-39.0% | $4,415-44.3% | $4,297-42.7% |
| Admin fee / account holder | $9,222 | $6,951+32.7% | $8,290+11.2% | $6,935+33.0% |