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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 | $23,650 | $65,364-63.8% | $92,909-74.5% | $72,975-67.6% |
| Participation rate | 39.6% | 68.3%-28.8pp | 76.0%-36.4pp | 69.5%-29.9pp |
| Annual return | 24.46% | 42.11%-17.6pp | 109.44%-85.0pp | 81.01%-56.6pp |
| Employer contribution / active EE | $916 | $2,594-64.7% | $3,653-74.9% | $2,440-62.5% |
| Participant deferral / active EE | $1,475 | $3,128-52.9% | $4,238-65.2% | $3,608-59.1% |
| Admin fee / account holder | $1,099 | $4,251-74.1% | $5,795-81.0% | $5,124-78.5% |