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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 | $24,414 | $91,179-73.2% | $178,499-86.3% | $79,852-69.4% |
| Participation rate | 39.1% | 69.2%-30.1pp | 81.9%-42.8pp | 69.6%-30.5pp |
| Annual return | 21.26% | 24.19%-2.9pp | 151.10%-129.8pp | 31.72%-10.5pp |
| Employer contribution / active EE | $1,048 | $3,256-67.8% | $5,011-79.1% | $2,471-57.6% |
| Participant deferral / active EE | $2,052 | $3,236-36.6% | $5,202-60.5% | $3,740-45.1% |
| Admin fee / account holder | $771 | $6,749-88.6% | $13,986-94.5% | $5,306-85.5% |