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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 | $23,172 | $77,814-70.2% | $158,223-85.4% | $86,983-73.4% |
| Participation rate | 51.8% | 68.4%-16.7pp | 79.2%-27.4pp | 69.5%-17.8pp |
| Annual return | 14.64% | 30.54%-15.9pp | 52.09%-37.4pp | 25.83%-11.2pp |
| Employer contribution / active EE | $1,266 | $2,592-51.1% | $4,109-69.2% | $2,584-51.0% |
| Participant deferral / active EE | $2,902 | $3,270-11.2% | $5,467-46.9% | $4,194-30.8% |
| Admin fee / account holder | $3,530 | $5,879-40.0% | $16,047-78.0% | $7,856-55.1% |