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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 | $24,642 | $23,330+5.6% | $64,489-61.8% | $82,448-70.1% |
| Participation rate | 49.0% | 68.3%-19.3pp | 67.7%-18.7pp | 68.1%-19.1pp |
| Annual return | 17.71% | 83.66%-66.0pp | 55.03%-37.3pp | 41.64%-23.9pp |
| Employer contribution / active EE | $1,034 | $824+25.4% | $1,523-32.1% | $2,551-59.5% |
| Participant deferral / active EE | $3,637 | $1,707+113.0% | $2,778+30.9% | $4,139-12.1% |
| Admin fee / account holder | $1,479 | $2,946-49.8% | $4,260-65.3% | $7,234-79.6% |