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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 | $26,234 | $72,272-63.7% | $101,264-74.1% | $79,858-67.1% |
| Participation rate | 56.1% | 68.5%-12.4pp | 75.8%-19.7pp | 69.6%-13.6pp |
| Annual return | 13.32% | 22.30%-9.0pp | 46.48%-33.2pp | 31.72%-18.4pp |
| Employer contribution / active EE | $1,242 | $2,692-53.9% | $3,660-66.1% | $2,471-49.8% |
| Participant deferral / active EE | $2,549 | $3,282-22.3% | $4,370-41.7% | $3,740-31.8% |
| Admin fee / account holder | $1,305 | $4,401-70.3% | $5,947-78.1% | $5,306-75.4% |