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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 | $23,823 | $93,598-74.5% | $135,974-82.5% | $75,173-68.3% |
| Participation rate | 39.5% | 75.2%-35.7pp | 81.9%-42.4pp | 67.2%-27.7pp |
| Annual return | 27.44% | 30.89%-3.5pp | 68.30%-40.9pp | 160.72%-133.3pp |
| Employer contribution / active EE | $1,318 | $3,538-62.7% | $4,859-72.9% | $2,671-50.6% |
| Participant deferral / active EE | $3,185 | $6,405-50.3% | $7,760-59.0% | $4,126-22.8% |
| Admin fee / account holder | $381 | $6,978-94.5% | $10,767-96.5% | $5,651-93.3% |