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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 | $19,634 | $77,908-74.8% | $149,696-86.9% | $75,173-73.9% |
| Participation rate | 42.9% | 65.6%-22.7pp | 78.8%-35.9pp | 67.2%-24.3pp |
| Annual return | 17.00% | 31.73%-14.7pp | 134.46%-117.5pp | 160.72%-143.7pp |
| Employer contribution / active EE | $1,545 | $3,138-50.8% | $4,821-68.0% | $2,671-42.2% |
| Participant deferral / active EE | $2,918 | $3,411-14.4% | $5,682-48.6% | $4,126-29.3% |
| Admin fee / account holder | $580 | $5,950-90.3% | $13,212-95.6% | $5,651-89.7% |