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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 | $24,915 | $81,276-69.3% | $155,574-84.0% | $80,925-69.2% |
| Participation rate | 46.8% | 66.2%-19.4pp | 78.2%-31.4pp | 67.7%-20.8pp |
| Annual return | 16.21% | 33.36%-17.1pp | 64.87%-48.7pp | 35.65%-19.4pp |
| Employer contribution / active EE | $1,269 | $3,103-59.1% | $4,676-72.9% | $2,756-54.0% |
| Participant deferral / active EE | $2,302 | $3,453-33.3% | $5,629-59.1% | $4,299-46.5% |
| Admin fee / account holder | $1,666 | $7,993-79.2% | $15,914-89.5% | $6,940-76.0% |