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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 | $21,000 | $72,269-70.9% | $101,271-79.3% | $79,852-73.7% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 16.54% | 22.29%-5.8pp | 46.48%-29.9pp | 31.72%-15.2pp |
| Employer contribution / active EE | $1,256 | $2,692-53.3% | $3,660-65.7% | $2,471-49.2% |
| Participant deferral / active EE | $2,814 | $3,282-14.3% | $4,371-35.6% | $3,740-24.8% |
| Admin fee / account holder | $1,745 | $4,401-60.3% | $5,948-70.7% | $5,306-67.1% |