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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 | $24,965 | $68,880-63.8% | $120,580-79.3% | $80,959-69.2% |
| Participation rate | 42.6% | 61.7%-19.1pp | 72.0%-29.4pp | 67.7%-25.1pp |
| Annual return | 12.12% | 23.68%-11.6pp | 107.48%-95.4pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,033 | $2,066-50.0% | $3,469-70.2% | $2,757-62.5% |
| Participant deferral / active EE | $2,433 | $3,191-23.8% | $4,995-51.3% | $4,300-43.4% |
| Admin fee / account holder | $3,088 | $5,785-46.6% | $9,418-67.2% | $6,925-55.4% |