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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 | $24,186 | $73,978-67.3% | $96,515-74.9% | $75,173-67.8% |
| Participation rate | 35.7% | 66.4%-30.7pp | 74.3%-38.6pp | 67.2%-31.5pp |
| Annual return | 13.34% | 26.72%-13.4pp | 35.73%-22.4pp | 160.72%-147.4pp |
| Employer contribution / active EE | $1,350 | $2,931-53.9% | $3,740-63.9% | $2,671-49.5% |
| Participant deferral / active EE | $1,835 | $3,660-49.9% | $4,880-62.4% | $4,126-55.5% |
| Admin fee / account holder | $910 | $5,219-82.6% | $6,735-86.5% | $5,651-83.9% |