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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 | $25,567 | $49,255-48.1% | $70,494-63.7% | $79,856-68.0% |
| Participation rate | 53.6% | 69.2%-15.6pp | 75.1%-21.5pp | 69.6%-16.1pp |
| Annual return | 6.59% | 30.10%-23.5pp | 109.16%-102.6pp | 31.71%-25.1pp |
| Employer contribution / active EE | $910 | $2,100-56.7% | $2,738-66.8% | $2,471-63.2% |
| Participant deferral / active EE | $2,461 | $2,768-11.1% | $3,711-33.7% | $3,741-34.2% |
| Admin fee / account holder | $2,706 | $2,879-6.0% | $3,848-29.7% | $5,306-49.0% |