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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 | $24,402 | $99,875-75.6% | $146,866-83.4% | $86,983-71.9% |
| Participation rate | 55.4% | 75.8%-20.4pp | 82.5%-27.2pp | 69.5%-14.2pp |
| Annual return | 13.99% | 28.10%-14.1pp | 102.85%-88.9pp | 25.83%-11.8pp |
| Employer contribution / active EE | $1,201 | $3,224-62.7% | $4,425-72.9% | $2,584-53.5% |
| Participant deferral / active EE | $2,586 | $6,322-59.1% | $7,759-66.7% | $4,194-38.3% |
| Admin fee / account holder | $1,771 | $7,838-77.4% | $13,620-87.0% | $7,856-77.5% |