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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 | $24,644 | $61,605-60.0% | $112,273-78.0% | $75,173-67.2% |
| Participation rate | 47.9% | 61.7%-13.8pp | 72.4%-24.5pp | 67.2%-19.3pp |
| Annual return | 20.50% | 28.47%-8.0pp | 30.23%-9.7pp | 160.72%-140.2pp |
| Employer contribution / active EE | $785 | $2,015-61.1% | $3,431-77.1% | $2,671-70.6% |
| Participant deferral / active EE | $2,425 | $3,108-22.0% | $4,800-49.5% | $4,126-41.2% |
| Admin fee / account holder | $2,868 | $4,862-41.0% | $7,752-63.0% | $5,651-49.2% |