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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 | $68,852-63.7% | $120,524-79.3% | $80,925-69.2% |
| Participation rate | 42.6% | 61.6%-19.0pp | 71.9%-29.3pp | 67.7%-25.1pp |
| Annual return | 12.12% | 23.67%-11.5pp | 107.36%-95.2pp | 35.65%-23.5pp |
| Employer contribution / active EE | $1,033 | $2,063-49.9% | $3,469-70.2% | $2,756-62.5% |
| Participant deferral / active EE | $2,433 | $3,187-23.7% | $4,994-51.3% | $4,299-43.4% |
| Admin fee / account holder | $3,088 | $5,781-46.6% | $9,440-67.3% | $6,940-55.5% |