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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 | $24,987 | $77,908-67.9% | $149,696-83.3% | $75,173-66.8% |
| Participation rate | 24.4% | 65.6%-41.2pp | 78.8%-54.4pp | 67.2%-42.8pp |
| Annual return | 24.79% | 31.73%-6.9pp | 134.46%-109.7pp | 160.72%-135.9pp |
| Employer contribution / active EE | $1,106 | $3,138-64.7% | $4,821-77.1% | $2,671-58.6% |
| Participant deferral / active EE | $2,360 | $3,411-30.8% | $5,682-58.5% | $4,126-42.8% |
| Admin fee / account holder | $10,371 | $5,950+74.3% | $13,212-21.5% | $5,651+83.5% |