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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 | $26,218 | $65,034-59.7% | $90,970-71.2% | $79,856-67.2% |
| Participation rate | 53.3% | 61.6%-8.3pp | 69.0%-15.7pp | 69.6%-16.3pp |
| Annual return | 14.45% | 30.45%-16.0pp | 134.60%-120.1pp | 31.71%-17.3pp |
| Employer contribution / active EE | $619 | $1,247-50.4% | $2,122-70.8% | $2,471-75.0% |
| Participant deferral / active EE | $1,492 | $2,512-40.6% | $3,373-55.8% | $3,741-60.1% |
| Admin fee / account holder | $1,654 | $4,536-63.5% | $5,961-72.3% | $5,306-68.8% |