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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 | $20,736 | $48,364-57.1% | $71,796-71.1% | $62,881-67.0% |
| Participation rate | 54.4% | 60.6%-6.2pp | 69.1%-14.7pp | 69.3%-14.9pp |
| Annual return | 6.41% | 13.16%-6.7pp | 78.04%-71.6pp | 20.14%-13.7pp |
| Employer contribution / active EE | $795 | $1,042-23.7% | $1,924-58.7% | $2,281-65.1% |
| Participant deferral / active EE | $1,207 | $2,091-42.3% | $2,794-56.8% | $3,203-62.3% |
| Admin fee / account holder | $966 | $3,771-74.4% | $4,815-79.9% | $4,296-77.5% |