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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 | $24,410 | $68,878-64.6% | $120,574-79.8% | $80,935-69.8% |
| Participation rate | 43.8% | 61.7%-17.9pp | 71.9%-28.2pp | 67.7%-23.9pp |
| Annual return | 15.64% | 23.67%-8.0pp | 107.42%-91.8pp | 35.66%-20.0pp |
| Employer contribution / active EE | $1,378 | $2,065-33.2% | $3,471-60.3% | $2,757-50.0% |
| Participant deferral / active EE | $2,374 | $3,189-25.5% | $4,996-52.5% | $4,299-44.8% |
| Admin fee / account holder | $451 | $5,782-92.2% | $9,445-95.2% | $6,924-93.5% |