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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 | $24,615 | $77,908-68.4% | $149,696-83.6% | $75,173-67.3% |
| Participation rate | 58.9% | 65.6%-6.7pp | 78.8%-19.9pp | 67.2%-8.3pp |
| Annual return | 19.34% | 31.73%-12.4pp | 134.46%-115.1pp | 160.72%-141.4pp |
| Employer contribution / active EE | $1,072 | $3,138-65.9% | $4,821-77.8% | $2,671-59.9% |
| Participant deferral / active EE | $2,488 | $3,411-27.1% | $5,682-56.2% | $4,126-39.7% |
| Admin fee / account holder | $1,089 | $5,950-81.7% | $13,212-91.8% | $5,651-80.7% |