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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 | $21,687 | $54,763-60.4% | $90,324-76.0% | $72,976-70.3% |
| Participation rate | 43.5% | 65.2%-21.7pp | 73.3%-29.8pp | 69.5%-26.0pp |
| Annual return | 24.43% | 30.63%-6.2pp | 78.15%-53.7pp | 81.02%-56.6pp |
| Employer contribution / active EE | $773 | $2,093-63.1% | $2,856-72.9% | $2,440-68.3% |
| Participant deferral / active EE | $1,898 | $2,887-34.3% | $3,885-51.2% | $3,608-47.4% |
| Admin fee / account holder | $675 | $3,973-83.0% | $5,356-87.4% | $5,124-86.8% |