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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 | $106,864-77.1% | $147,318-83.4% | $82,637-70.4% |
| Participation rate | 56.3% | 75.5%-19.3pp | 82.1%-25.8pp | 68.1%-11.8pp |
| Annual return | 17.18% | 27.49%-10.3pp | 70.43%-53.2pp | 53.51%-36.3pp |
| Employer contribution / active EE | $1,015 | $3,417-70.3% | $4,593-77.9% | $2,552-60.2% |
| Participant deferral / active EE | $3,513 | $6,496-45.9% | $7,906-55.6% | $4,126-14.9% |
| Admin fee / account holder | $9,439 | $8,415+12.2% | $13,708-31.1% | $7,339+28.6% |