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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 | $24,252 | $79,449-69.5% | $189,597-87.2% | $85,851-71.8% |
| Participation rate | 57.3% | 66.0%-8.7pp | 78.4%-21.1pp | 69.3%-12.0pp |
| Annual return | 17.61% | 18.45%-0.8pp | 64.20%-46.6pp | 318.63%-301.0pp |
| Employer contribution / active EE | $1,304 | $2,081-37.3% | $4,412-70.4% | $2,565-49.2% |
| Participant deferral / active EE | $2,541 | $4,051-37.3% | $6,174-58.8% | $3,952-35.7% |
| Admin fee / account holder | $1,077 | $5,377-80.0% | $9,807-89.0% | $6,261-82.8% |