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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 | $23,460 | $51,207-54.2% | $70,565-66.8% | $75,177-68.8% |
| Participation rate | 39.3% | 61.0%-21.7pp | 68.4%-29.1pp | 67.2%-27.9pp |
| Annual return | 17.64% | 30.05%-12.4pp | 32.79%-15.2pp | 160.75%-143.1pp |
| Employer contribution / active EE | $995 | $1,826-45.5% | $2,976-66.6% | $2,671-62.8% |
| Participant deferral / active EE | $1,879 | $2,850-34.1% | $4,568-58.9% | $4,126-54.5% |
| Admin fee / account holder | $2,508 | $4,097-38.8% | $6,430-61.0% | $5,651-55.6% |