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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 | $22,553 | $77,638-71.0% | $156,551-85.6% | $62,881-64.1% |
| Participation rate | 41.4% | 71.2%-29.8pp | 84.0%-42.6pp | 69.3%-27.9pp |
| Annual return | 8.06% | 50.33%-42.3pp | 32.23%-24.2pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,546 | $3,444-55.1% | $5,501-71.9% | $2,281-32.2% |
| Participant deferral / active EE | $2,844 | $3,046-6.6% | $4,871-41.6% | $3,203-11.2% |
| Admin fee / account holder | $4,055 | $5,561-27.1% | $13,028-68.9% | $4,296-5.6% |