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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 | $21,972 | $47,105-53.4% | $68,368-67.9% | $67,986-67.7% |
| Participation rate | 44.3% | 51.8%-7.4pp | 73.8%-29.4pp | 57.2%-12.9pp |
| Annual return | 18.92% | 48.37%-29.5pp | 292.57%-273.7pp | 31.67%-12.7pp |
| Employer contribution / active EE | $1,725 | $1,859-7.2% | $2,649-34.9% | $2,019-14.5% |
| Participant deferral / active EE | $1,815 | $2,374-23.5% | $4,123-56.0% | $3,358-45.9% |
| Admin fee / account holder | $2,174 | $2,435-10.7% | $5,150-57.8% | $3,203-32.1% |