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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 | $21,960 | $78,690-72.1% | $161,489-86.4% | $87,485-74.9% |
| Participation rate | 47.8% | 67.5%-19.6pp | 78.7%-30.9pp | 68.9%-21.1pp |
| Annual return | 22.64% | 32.74%-10.1pp | 89.72%-67.1pp | 26.06%-3.4pp |
| Employer contribution / active EE | $1,161 | $2,588-55.1% | $4,268-72.8% | $2,596-55.3% |
| Participant deferral / active EE | $2,262 | $3,311-31.7% | $5,630-59.8% | $4,274-47.1% |
| Admin fee / account holder | $2,518 | $6,724-62.6% | $16,006-84.3% | $7,775-67.6% |