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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 | $24,154 | $88,672-72.8% | $105,223-77.0% | $82,448-70.7% |
| Participation rate | 38.9% | 67.9%-29.0pp | 75.0%-36.2pp | 68.1%-29.2pp |
| Annual return | 12.86% | 30.86%-18.0pp | 180.65%-167.8pp | 41.64%-28.8pp |
| Employer contribution / active EE | $1,392 | $3,048-54.3% | $3,689-62.3% | $2,551-45.4% |
| Participant deferral / active EE | $2,251 | $4,036-44.2% | $5,072-55.6% | $4,139-45.6% |
| Admin fee / account holder | $9,764 | $7,146+36.6% | $8,859+10.2% | $7,234+35.0% |