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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 | $22,115 | $78,690-71.9% | $161,489-86.3% | $87,485-74.7% |
| Participation rate | 58.5% | 67.5%-9.0pp | 78.7%-20.2pp | 68.9%-10.5pp |
| Annual return | 17.81% | 32.74%-14.9pp | 89.72%-71.9pp | 26.06%-8.3pp |
| Employer contribution / active EE | $1,169 | $2,588-54.8% | $4,268-72.6% | $2,596-55.0% |
| Participant deferral / active EE | $2,527 | $3,311-23.7% | $5,630-55.1% | $4,274-40.9% |
| Admin fee / account holder | $1,735 | $6,724-74.2% | $16,006-89.2% | $7,775-77.7% |