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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 | $19,188 | $65,364-70.6% | $92,909-79.3% | $72,975-73.7% |
| Participation rate | 30.3% | 68.3%-38.0pp | 76.0%-45.7pp | 69.5%-39.2pp |
| Annual return | 28.98% | 42.11%-13.1pp | 109.44%-80.5pp | 81.01%-52.0pp |
| Employer contribution / active EE | $887 | $2,594-65.8% | $3,653-75.7% | $2,440-63.6% |
| Participant deferral / active EE | $2,236 | $3,128-28.5% | $4,238-47.2% | $3,608-38.0% |
| Admin fee / account holder | $1,266 | $4,251-70.2% | $5,795-78.1% | $5,124-75.3% |