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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 | $22,974 | $100,805-77.2% | $86,698-73.5% | $134,532-82.9% |
| Participation rate | 43.5% | 79.0%-35.5pp | 76.6%-33.1pp | 81.2%-37.8pp |
| Annual return | 0.58% | 29.09%-28.5pp | 35.95%-35.4pp | 418.27%-417.7pp |
| Employer contribution / active EE | $823 | $3,490-76.4% | $2,837-71.0% | $4,741-82.6% |
| Participant deferral / active EE | $2,165 | $5,339-59.4% | $4,656-53.5% | $6,401-66.2% |
| Admin fee / account holder | $1,891 | $10,925-82.7% | $7,493-74.8% | $11,429-83.5% |