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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 | $25,991 | $73,978-64.9% | $96,515-73.1% | $75,173-65.4% |
| Participation rate | 51.5% | 66.4%-14.9pp | 74.3%-22.8pp | 67.2%-15.7pp |
| Annual return | 0.00% | 26.72%-26.7pp | 35.73%-35.7pp | 160.72%-160.7pp |
| Employer contribution / active EE | $1,182 | $2,931-59.7% | $3,740-68.4% | $2,671-55.7% |
| Participant deferral / active EE | $1,938 | $3,660-47.1% | $4,880-60.3% | $4,126-53.0% |
| Admin fee / account holder | $3,377 | $5,219-35.3% | $6,735-49.9% | $5,651-40.2% |