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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 | $21,982 | $48,078-54.3% | $78,676-72.1% | $62,881-65.0% |
| Participation rate | 35.9% | 65.2%-29.3pp | 73.6%-37.6pp | 69.3%-33.4pp |
| Annual return | 7.46% | 31.36%-23.9pp | 62.19%-54.7pp | 20.14%-12.7pp |
| Employer contribution / active EE | $816 | $2,015-59.5% | $2,850-71.4% | $2,281-64.2% |
| Participant deferral / active EE | $1,225 | $2,587-52.6% | $3,517-65.2% | $3,203-61.7% |
| Admin fee / account holder | $1,832 | $3,206-42.9% | $4,510-59.4% | $4,296-57.4% |