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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 | $24,844 | $63,433-60.8% | $63,803-61.1% | $64,097-61.2% |
| Participation rate | 53.1% | 65.0%-11.9pp | 72.7%-19.6pp | 55.2%-2.1pp |
| Annual return | 17.00% | 20.74%-3.7pp | 543.72%-526.7pp | 34.64%-17.6pp |
| Employer contribution / active EE | $1,035 | $2,332-55.6% | $2,532-59.1% | $1,891-45.3% |
| Participant deferral / active EE | $1,964 | $3,119-37.0% | $3,843-48.9% | $3,080-36.2% |
| Admin fee / account holder | $1,328 | $1,489-10.9% | $5,196-74.4% | $3,454-61.6% |