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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 | $25,411 | $62,592-59.4% | $85,709-70.4% | $85,847-70.4% |
| Participation rate | 34.1% | 61.1%-27.1pp | 69.9%-35.8pp | 69.3%-35.3pp |
| Annual return | 15.58% | 23.77%-8.2pp | 21.49%-5.9pp | 318.61%-303.0pp |
| Employer contribution / active EE | $929 | $1,755-47.1% | $2,619-64.5% | $2,565-63.8% |
| Participant deferral / active EE | $1,386 | $2,802-50.6% | $3,924-64.7% | $3,952-64.9% |
| Admin fee / account holder | $1,740 | $4,643-62.5% | $6,876-74.7% | $6,261-72.2% |