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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 | $19,252 | $48,364-60.2% | $71,796-73.2% | $62,881-69.4% |
| Participation rate | 49.3% | 60.6%-11.3pp | 69.1%-19.8pp | 69.3%-20.0pp |
| Annual return | 17.58% | 13.16%+4.4pp | 78.04%-60.5pp | 20.14%-2.6pp |
| Employer contribution / active EE | $930 | $1,042-10.7% | $1,924-51.7% | $2,281-59.2% |
| Participant deferral / active EE | $1,925 | $2,091-7.9% | $2,794-31.1% | $3,203-39.9% |
| Admin fee / account holder | $382 | $3,771-89.9% | $4,815-92.1% | $4,296-91.1% |