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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 | $20,472 | $59,440-65.6% | $78,004-73.8% | $82,637-75.2% |
| Participation rate | 34.5% | 62.8%-28.3pp | 69.4%-34.9pp | 68.1%-33.5pp |
| Annual return | 16.32% | 40.24%-23.9pp | 31.07%-14.7pp | 53.51%-37.2pp |
| Employer contribution / active EE | $1,032 | $1,750-41.0% | $2,469-58.2% | $2,552-59.6% |
| Participant deferral / active EE | $2,062 | $3,138-34.3% | $4,092-49.6% | $4,126-50.0% |
| Admin fee / account holder | $1,999 | $5,504-63.7% | $7,578-73.6% | $7,339-72.8% |