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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 | $22,853 | $81,358-71.9% | $155,556-85.3% | $80,959-71.8% |
| Participation rate | 50.0% | 66.3%-16.3pp | 78.2%-28.2pp | 67.7%-17.7pp |
| Annual return | 15.13% | 33.39%-18.3pp | 64.84%-49.7pp | 35.67%-20.5pp |
| Employer contribution / active EE | $961 | $3,106-69.1% | $4,675-79.4% | $2,757-65.1% |
| Participant deferral / active EE | $2,173 | $3,455-37.1% | $5,631-61.4% | $4,300-49.5% |
| Admin fee / account holder | $597 | $7,994-92.5% | $15,885-96.2% | $6,925-91.4% |