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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 | $23,597 | $60,442-61.0% | $96,754-75.6% | $87,485-73.0% |
| Participation rate | 33.8% | 58.7%-24.9pp | 70.3%-36.5pp | 68.9%-35.2pp |
| Annual return | 24.18% | 21.97%+2.2pp | 82.04%-57.9pp | 26.06%-1.9pp |
| Employer contribution / active EE | $1,347 | $1,691-20.3% | $2,679-49.7% | $2,596-48.1% |
| Participant deferral / active EE | $2,260 | $3,280-31.1% | $4,758-52.5% | $4,274-47.1% |
| Admin fee / account holder | $1,381 | $5,069-72.7% | $8,905-84.5% | $7,775-82.2% |