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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 | $27,596 | $76,407-63.9% | $150,298-81.6% | $82,448-66.5% |
| Participation rate | 34.1% | 66.4%-32.3pp | 77.8%-43.6pp | 68.1%-33.9pp |
| Annual return | 15.97% | 39.99%-24.0pp | 62.79%-46.8pp | 41.64%-25.7pp |
| Employer contribution / active EE | $1,055 | $2,614-59.6% | $4,154-74.6% | $2,551-58.6% |
| Participant deferral / active EE | $1,538 | $3,214-52.2% | $5,453-71.8% | $4,139-62.9% |
| Admin fee / account holder | $1,288 | $6,352-79.7% | $14,116-90.9% | $7,234-82.2% |