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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 | $77,814-74.8% | $158,223-87.6% | $86,983-77.5% |
| Participation rate | 47.6% | 68.4%-20.9pp | 79.2%-31.6pp | 69.5%-22.0pp |
| Annual return | 17.92% | 30.54%-12.6pp | 52.09%-34.2pp | 25.83%-7.9pp |
| Employer contribution / active EE | $1,394 | $2,592-46.2% | $4,109-66.1% | $2,584-46.0% |
| Participant deferral / active EE | $2,150 | $3,270-34.3% | $5,467-60.7% | $4,194-48.7% |
| Admin fee / account holder | $3,159 | $5,879-46.3% | $16,047-80.3% | $7,856-59.8% |