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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 | $24,432 | $117,694-79.2% | $71,755-66.0% | $134,532-81.8% |
| Participation rate | 26.3% | 68.8%-42.5pp | 62.3%-36.0pp | 81.2%-54.9pp |
| Annual return | 4.23% | 25.33%-21.1pp | 9.09%-4.9pp | 418.27%-414.0pp |
| Employer contribution / active EE | $1,271 | $2,523-49.6% | $1,704-25.4% | $4,741-73.2% |
| Participant deferral / active EE | $4,692 | $3,753+25.0% | $2,656+76.7% | $6,401-26.7% |
| Admin fee / account holder | $2,273 | $6,374-64.3% | $3,972-42.8% | $11,429-80.1% |