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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 | $18,046 | $78,690-77.1% | $161,489-88.8% | $87,485-79.4% |
| Participation rate | 46.2% | 67.5%-21.3pp | 78.7%-32.5pp | 68.9%-22.8pp |
| Annual return | 21.97% | 32.74%-10.8pp | 89.72%-67.8pp | 26.06%-4.1pp |
| Employer contribution / active EE | $1,395 | $2,588-46.1% | $4,268-67.3% | $2,596-46.3% |
| Participant deferral / active EE | $2,622 | $3,311-20.8% | $5,630-53.4% | $4,274-38.6% |
| Admin fee / account holder | $1,176 | $6,724-82.5% | $16,006-92.7% | $7,775-84.9% |