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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 | $27,424 | $110,410-75.2% | $102,437-73.2% | $145,897-81.2% |
| Participation rate | 52.9% | 77.9%-25.0pp | 74.5%-21.6pp | 80.3%-27.4pp |
| Annual return | 12.22% | 24.85%-12.6pp | 24.95%-12.7pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,329 | $4,217-68.5% | $3,871-65.7% | $4,663-71.5% |
| Participant deferral / active EE | $2,831 | $5,622-49.6% | $5,060-44.0% | $6,689-57.7% |
| Admin fee / account holder | $2,559 | $9,745-73.7% | $8,388-69.5% | $13,390-80.9% |