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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 | $123,155-84.1% | $108,753-82.0% | $155,188-87.4% |
| Participation rate | 50.0% | 75.6%-25.6pp | 71.1%-21.1pp | 80.8%-30.8pp |
| Annual return | 13.60% | 44.73%-31.1pp | 37.47%-23.9pp | 148.84%-135.2pp |
| Employer contribution / active EE | $997 | $2,811-64.5% | $2,427-58.9% | $4,248-76.5% |
| Participant deferral / active EE | $1,994 | $4,623-56.9% | $4,115-51.5% | $6,531-69.5% |
| Admin fee / account holder | $1,764 | $12,126-85.4% | $10,320-82.9% | $14,480-87.8% |