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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 | $20,494 | $35,183-41.8% | $73,550-72.1% | $70,126-70.8% |
| Participation rate | 26.7% | 42.9%-16.3pp | 54.9%-28.3pp | 69.5%-42.9pp |
| Annual return | 17.97% | 26.90%-8.9pp | -15.16%+33.1pp | 73.15%-55.2pp |
| Employer contribution / active EE | $1,221 | $709+72.2% | $1,219+0.1% | $2,343-47.9% |
| Participant deferral / active EE | $1,922 | $1,220+57.5% | $1,804+6.5% | $3,332-42.3% |
| Admin fee / account holder | $1,461 | $2,302-36.5% | $2,320-37.0% | $4,645-68.5% |