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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 | $19,572 | $78,690-75.1% | $161,489-87.9% | $87,485-77.6% |
| Participation rate | 47.6% | 67.5%-19.9pp | 78.7%-31.1pp | 68.9%-21.4pp |
| Annual return | 17.92% | 32.74%-14.8pp | 89.72%-71.8pp | 26.06%-8.1pp |
| Employer contribution / active EE | $1,394 | $2,588-46.1% | $4,268-67.3% | $2,596-46.3% |
| Participant deferral / active EE | $2,150 | $3,311-35.1% | $5,630-61.8% | $4,274-49.7% |
| Admin fee / account holder | $3,159 | $6,724-53.0% | $16,006-80.3% | $7,775-59.4% |