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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 | $22,518 | $61,338-63.3% | $149,717-85.0% | $71,495-68.5% |
| Participation rate | 39.4% | 62.5%-23.2pp | 78.8%-39.4pp | 67.9%-28.6pp |
| Annual return | 21.69% | 35.86%-14.2pp | 134.41%-112.7pp | 28.85%-7.2pp |
| Employer contribution / active EE | $1,043 | $2,381-56.2% | $4,820-78.4% | $2,589-59.7% |
| Participant deferral / active EE | $1,966 | $2,919-32.7% | $5,682-65.4% | $4,291-54.2% |
| Admin fee / account holder | $1,229 | $1,263-2.6% | $13,213-90.7% | $1,588-22.6% |