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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 | $24,488 | $106,524-77.0% | $152,301-83.9% | $87,485-72.0% |
| Participation rate | 56.3% | 75.8%-19.5pp | 82.4%-26.2pp | 68.9%-12.7pp |
| Annual return | 17.18% | 26.89%-9.7pp | 80.50%-63.3pp | 26.06%-8.9pp |
| Employer contribution / active EE | $1,015 | $3,371-69.9% | $4,624-78.1% | $2,596-60.9% |
| Participant deferral / active EE | $3,513 | $6,525-46.2% | $8,004-56.1% | $4,274-17.8% |
| Admin fee / account holder | $9,439 | $8,287+13.9% | $14,398-34.4% | $7,775+21.4% |