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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 | $26,076 | $91,037-71.4% | $71,671-63.6% | $147,586-82.3% |
| Participation rate | 50.0% | 76.1%-26.1pp | 68.7%-18.7pp | 82.8%-32.8pp |
| Annual return | 18.44% | 20.48%-2.0pp | 20.65%-2.2pp | 578.59%-560.2pp |
| Employer contribution / active EE | $1,227 | $3,327-63.1% | $2,460-50.1% | $4,876-74.8% |
| Participant deferral / active EE | $2,214 | $4,498-50.8% | $3,438-35.6% | $5,439-59.3% |
| Admin fee / account holder | $2,905 | $8,613-66.3% | $5,558-47.7% | $10,886-73.3% |