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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 | $27,957 | $65,361-57.2% | $92,903-69.9% | $72,983-61.7% |
| Participation rate | 50.0% | 68.3%-18.3pp | 76.0%-26.0pp | 69.5%-19.5pp |
| Annual return | 22.71% | 42.11%-19.4pp | 109.43%-86.7pp | 81.01%-58.3pp |
| Employer contribution / active EE | $1,243 | $2,594-52.1% | $3,653-66.0% | $2,440-49.1% |
| Participant deferral / active EE | $2,305 | $3,128-26.3% | $4,238-45.6% | $3,608-36.1% |
| Admin fee / account holder | $1,721 | $4,251-59.5% | $5,795-70.3% | $5,124-66.4% |