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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 | $23,764 | $58,888-59.6% | $178,499-86.7% | $73,493-67.7% |
| Participation rate | 42.6% | 66.2%-23.7pp | 81.9%-39.4pp | 70.7%-28.1pp |
| Annual return | 18.61% | 24.86%-6.3pp | 151.10%-132.5pp | 28.51%-9.9pp |
| Employer contribution / active EE | $747 | $2,236-66.6% | $5,011-85.1% | $2,270-67.1% |
| Participant deferral / active EE | $2,106 | $2,568-18.0% | $5,202-59.5% | $3,740-43.7% |
| Admin fee / account holder | $936 | $400+133.8% | $13,986-93.3% | $513+82.5% |