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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 | $24,022 | $106,864-77.5% | $147,318-83.7% | $82,637-70.9% |
| Participation rate | 48.1% | 75.5%-27.4pp | 82.1%-33.9pp | 68.1%-19.9pp |
| Annual return | 46.86% | 27.49%+19.4pp | 70.43%-23.6pp | 53.51%-6.6pp |
| Employer contribution / active EE | $1,432 | $3,417-58.1% | $4,593-68.8% | $2,552-43.9% |
| Participant deferral / active EE | $2,592 | $6,496-60.1% | $7,906-67.2% | $4,126-37.2% |
| Admin fee / account holder | $1,886 | $8,415-77.6% | $13,708-86.2% | $7,339-74.3% |