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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 | $26,542 | $52,678-49.6% | $75,784-65.0% | $59,633-55.5% |
| Participation rate | 57.9% | 67.2%-9.3pp | 75.8%-17.9pp | 68.7%-10.8pp |
| Annual return | 1.10% | 2.95%-1.9pp | 9.68%-8.6pp | 2041.40%-2040.3pp |
| Employer contribution / active EE | $2,097 | $2,193-4.4% | $3,323-36.9% | $2,203-4.8% |
| Participant deferral / active EE | $990 | $2,591-61.8% | $3,652-72.9% | $3,192-69.0% |
| Admin fee / account holder | $1,216 | $3,610-66.3% | $5,300-77.1% | $4,297-71.7% |