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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 | $26,536 | $78,690-66.3% | $161,489-83.6% | $87,485-69.7% |
| Participation rate | 55.7% | 67.5%-11.7pp | 78.7%-23.0pp | 68.9%-13.2pp |
| Annual return | 14.10% | 32.74%-18.6pp | 89.72%-75.6pp | 26.06%-12.0pp |
| Employer contribution / active EE | $1,592 | $2,588-38.5% | $4,268-62.7% | $2,596-38.7% |
| Participant deferral / active EE | $2,770 | $3,311-16.3% | $5,630-50.8% | $4,274-35.2% |
| Admin fee / account holder | $914 | $6,724-86.4% | $16,006-94.3% | $7,775-88.2% |