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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 | $24,244 | $49,255-50.8% | $70,494-65.6% | $79,856-69.6% |
| Participation rate | 53.6% | 69.2%-15.6pp | 75.1%-21.5pp | 69.6%-16.1pp |
| Annual return | 12.17% | 30.10%-17.9pp | 109.16%-97.0pp | 31.71%-19.5pp |
| Employer contribution / active EE | $431 | $2,100-79.5% | $2,738-84.3% | $2,471-82.6% |
| Participant deferral / active EE | $1,883 | $2,768-32.0% | $3,711-49.3% | $3,741-49.7% |
| Admin fee / account holder | $929 | $2,879-67.7% | $3,848-75.9% | $5,306-82.5% |