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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 | $26,527 | $64,920-59.1% | $103,693-74.4% | $86,983-69.5% |
| Participation rate | 41.0% | 63.6%-22.6pp | 72.6%-31.6pp | 69.5%-28.5pp |
| Annual return | 18.74% | 30.29%-11.6pp | 47.61%-28.9pp | 25.83%-7.1pp |
| Employer contribution / active EE | $1,181 | $2,141-44.8% | $2,920-59.6% | $2,584-54.3% |
| Participant deferral / active EE | $2,378 | $3,241-26.6% | $4,579-48.1% | $4,194-43.3% |
| Admin fee / account holder | $448 | $6,191-92.8% | $7,858-94.3% | $7,856-94.3% |