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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 | $62,164-59.0% | $81,482-68.7% | $74,400-65.7% |
| Participation rate | 51.9% | 64.1%-12.2pp | 69.5%-17.6pp | 67.2%-15.4pp |
| Annual return | 11.59% | 16.50%-4.9pp | 24.79%-13.2pp | 1367.51%-1355.9pp |
| Employer contribution / active EE | $814 | $1,884-56.8% | $2,463-67.0% | $2,624-69.0% |
| Participant deferral / active EE | $2,355 | $3,230-27.1% | $3,885-39.4% | $4,348-45.8% |
| Admin fee / account holder | $3,622 | $1,923+88.4% | $5,761-37.1% | $1,944+86.3% |