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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 | $17,006 | $47,944-64.5% | $67,834-74.9% | $62,881-73.0% |
| Participation rate | 39.0% | 61.1%-22.1pp | 68.8%-29.8pp | 69.3%-30.3pp |
| Annual return | 8.22% | 11.77%-3.5pp | 138.47%-130.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $1,102 | $1,562-29.4% | $2,403-54.1% | $2,281-51.7% |
| Participant deferral / active EE | $1,024 | $2,247-54.4% | $3,160-67.6% | $3,203-68.0% |
| Admin fee / account holder | $1,723 | $3,712-53.6% | $4,622-62.7% | $4,296-59.9% |