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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 | $24,102 | $48,078-49.9% | $78,676-69.4% | $62,881-61.7% |
| Participation rate | 40.5% | 65.2%-24.7pp | 73.6%-33.1pp | 69.3%-28.8pp |
| Annual return | 10.48% | 31.36%-20.9pp | 62.19%-51.7pp | 20.14%-9.7pp |
| Employer contribution / active EE | $922 | $2,015-54.2% | $2,850-67.7% | $2,281-59.6% |
| Participant deferral / active EE | $1,377 | $2,587-46.8% | $3,517-60.9% | $3,203-57.0% |
| Admin fee / account holder | $681 | $3,206-78.8% | $4,510-84.9% | $4,296-84.2% |