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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 | $15,224 | $49,249-69.1% | $70,476-78.4% | $79,852-80.9% |
| Participation rate | 45.3% | 69.2%-23.9pp | 75.1%-29.8pp | 69.6%-24.4pp |
| Annual return | 24.54% | 30.09%-5.5pp | 109.12%-84.6pp | 31.72%-7.2pp |
| Employer contribution / active EE | $659 | $2,100-68.6% | $2,738-75.9% | $2,471-73.3% |
| Participant deferral / active EE | $1,265 | $2,769-54.3% | $3,710-65.9% | $3,740-66.2% |
| Admin fee / account holder | $4,559 | $2,878+58.4% | $3,847+18.5% | $5,306-14.1% |