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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 | $24,615 | $57,590-57.3% | $86,233-71.5% | $82,448-70.1% |
| Participation rate | 52.6% | 57.9%-5.3pp | 69.0%-16.5pp | 68.1%-15.5pp |
| Annual return | 18.17% | 22.41%-4.2pp | 61.39%-43.2pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,007 | $1,655-39.2% | $2,504-59.8% | $2,551-60.5% |
| Participant deferral / active EE | $2,012 | $3,080-34.7% | $4,559-55.9% | $4,139-51.4% |
| Admin fee / account holder | $1,627 | $4,730-65.6% | $8,342-80.5% | $7,234-77.5% |