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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 | $19,474 | $56,110-65.3% | $94,993-79.5% | $70,126-72.2% |
| Participation rate | 53.7% | 65.0%-11.3pp | 73.9%-20.2pp | 69.5%-15.8pp |
| Annual return | 22.83% | 51.02%-28.2pp | 27.14%-4.3pp | 73.15%-50.3pp |
| Employer contribution / active EE | $889 | $1,442-38.4% | $2,603-65.9% | $2,343-62.0% |
| Participant deferral / active EE | $1,759 | $2,391-26.4% | $3,317-47.0% | $3,332-47.2% |
| Admin fee / account holder | $871 | $3,456-74.8% | $4,960-82.4% | $4,645-81.2% |