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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 | $19,588 | $112,729-82.6% | $98,716-80.2% | $137,256-85.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.3%-19.3pp | 80.0%-30.0pp |
| Annual return | 13.60% | 38.48%-24.9pp | 31.81%-18.2pp | 220.34%-206.7pp |
| Employer contribution / active EE | $997 | $2,725-63.4% | $2,279-56.2% | $4,156-76.0% |
| Participant deferral / active EE | $1,994 | $4,640-57.0% | $4,048-50.7% | $6,407-68.9% |
| Admin fee / account holder | $1,764 | $10,129-82.6% | $8,703-79.7% | $12,270-85.6% |