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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 | $23,989 | $79,633-69.9% | $93,759-74.4% | $68,486-65.0% |
| Participation rate | 43.8% | 75.4%-31.6pp | 81.0%-37.2pp | 67.9%-24.1pp |
| Annual return | 15.70% | -0.10%+15.8pp | -11.33%+27.0pp | -7.85%+23.6pp |
| Employer contribution / active EE | $1,438 | $3,665-60.8% | $4,324-66.7% | $2,597-44.6% |
| Participant deferral / active EE | $2,984 | $5,158-42.1% | $6,096-51.1% | $4,028-25.9% |
| Admin fee / account holder | $2,501 | $6,871-63.6% | $7,197-65.3% | $5,404-53.7% |