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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 | $25,511 | $62,166-59.0% | $81,286-68.6% | $74,429-65.7% |
| Participation rate | 51.9% | 64.1%-12.2pp | 69.5%-17.7pp | 67.2%-15.4pp |
| Annual return | 11.59% | 16.50%-4.9pp | 24.80%-13.2pp | 1368.38%-1356.8pp |
| Employer contribution / active EE | $814 | $1,881-56.7% | $2,463-67.0% | $2,625-69.0% |
| Participant deferral / active EE | $2,355 | $3,223-26.9% | $3,883-39.3% | $4,348-45.8% |
| Admin fee / account holder | $3,622 | $1,925+88.2% | $5,764-37.2% | $1,944+86.3% |