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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 | $12,980 | $45,050-71.2% | $63,018-79.4% | $70,126-81.5% |
| Participation rate | 49.3% | 69.5%-20.2pp | 74.8%-25.5pp | 69.5%-20.2pp |
| Annual return | 17.75% | 18.76%-1.0pp | 87.62%-69.9pp | 73.15%-55.4pp |
| Employer contribution / active EE | $518 | $2,052-74.8% | $2,761-81.2% | $2,343-77.9% |
| Participant deferral / active EE | $1,705 | $2,466-30.9% | $3,330-48.8% | $3,332-48.8% |
| Admin fee / account holder | $2,979 | $2,834+5.1% | $3,601-17.3% | $4,645-35.9% |