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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 | $23,407 | $52,580-55.5% | $71,671-67.3% | $70,126-66.6% |
| Participation rate | 39.6% | 60.9%-21.3pp | 68.7%-29.1pp | 69.5%-29.9pp |
| Annual return | 19.91% | 20.25%-0.3pp | 20.65%-0.7pp | 73.15%-53.2pp |
| Employer contribution / active EE | $737 | $1,616-54.4% | $2,460-70.0% | $2,343-68.5% |
| Participant deferral / active EE | $1,112 | $2,386-53.4% | $3,438-67.7% | $3,332-66.6% |
| Admin fee / account holder | $1,252 | $3,653-65.7% | $5,558-77.5% | $4,645-73.0% |