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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 | $22,975 | $51,638-55.5% | $68,368-66.4% | $82,448-72.1% |
| Participation rate | 48.0% | 63.6%-15.6pp | 73.8%-25.8pp | 68.1%-20.1pp |
| Annual return | 13.53% | 37.53%-24.0pp | 292.57%-279.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $433 | $2,047-78.8% | $2,649-83.7% | $2,551-83.0% |
| Participant deferral / active EE | $929 | $2,914-68.1% | $4,123-77.5% | $4,139-77.5% |
| Admin fee / account holder | $537 | $4,643-88.4% | $5,150-89.6% | $7,234-92.6% |