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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 | $27,593 | $76,407-63.9% | $150,298-81.6% | $82,448-66.5% |
| Participation rate | 52.7% | 66.4%-13.7pp | 77.8%-25.0pp | 68.1%-15.3pp |
| Annual return | 14.59% | 39.99%-25.4pp | 62.79%-48.2pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,012 | $2,614-61.3% | $4,154-75.6% | $2,551-60.3% |
| Participant deferral / active EE | $2,972 | $3,214-7.5% | $5,453-45.5% | $4,139-28.2% |
| Admin fee / account holder | $2,492 | $6,352-60.8% | $14,116-82.3% | $7,234-65.6% |