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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 | $23,194 | $71,197-67.4% | $93,669-75.2% | $80,925-71.3% |
| Participation rate | 46.7% | 60.4%-13.7pp | 68.7%-22.1pp | 67.7%-21.0pp |
| Annual return | 10.39% | 11.27%-0.9pp | 133.59%-123.2pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,016 | $1,565-35.1% | $2,424-58.1% | $2,756-63.1% |
| Participant deferral / active EE | $2,444 | $4,036-39.4% | $4,416-44.7% | $4,299-43.1% |
| Admin fee / account holder | $2,071 | $6,959-70.2% | $8,291-75.0% | $6,940-70.2% |