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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 | $23,377 | $77,814-70.0% | $158,223-85.2% | $86,983-73.1% |
| Participation rate | 50.0% | 68.4%-18.4pp | 79.2%-29.2pp | 69.5%-19.5pp |
| Annual return | 14.17% | 30.54%-16.4pp | 52.09%-37.9pp | 25.83%-11.7pp |
| Employer contribution / active EE | $1,427 | $2,592-45.0% | $4,109-65.3% | $2,584-44.8% |
| Participant deferral / active EE | $2,206 | $3,270-32.5% | $5,467-59.6% | $4,194-47.4% |
| Admin fee / account holder | $431 | $5,879-92.7% | $16,047-97.3% | $7,856-94.5% |