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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 | $25,988 | $88,672-70.7% | $105,223-75.3% | $82,448-68.5% |
| Participation rate | 42.9% | 67.9%-25.1pp | 75.0%-32.2pp | 68.1%-25.2pp |
| Annual return | 18.76% | 30.86%-12.1pp | 180.65%-161.9pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,070 | $3,048-64.9% | $3,689-71.0% | $2,551-58.1% |
| Participant deferral / active EE | $2,279 | $4,036-43.5% | $5,072-55.1% | $4,139-44.9% |
| Admin fee / account holder | $967 | $7,146-86.5% | $8,859-89.1% | $7,234-86.6% |