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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 | $23,410 | $65,361-64.2% | $92,903-74.8% | $72,983-67.9% |
| Participation rate | 55.8% | 68.3%-12.5pp | 76.0%-20.2pp | 69.5%-13.7pp |
| Annual return | 22.25% | 42.11%-19.9pp | 109.43%-87.2pp | 81.01%-58.8pp |
| Employer contribution / active EE | $1,232 | $2,594-52.5% | $3,653-66.3% | $2,440-49.5% |
| Participant deferral / active EE | $2,321 | $3,128-25.8% | $4,238-45.2% | $3,608-35.7% |
| Admin fee / account holder | $2,253 | $4,251-47.0% | $5,795-61.1% | $5,124-56.0% |