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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 | $26,138 | $81,504-67.9% | $102,437-74.5% | $80,959-67.7% |
| Participation rate | 36.0% | 66.9%-30.9pp | 74.5%-38.5pp | 67.7%-31.7pp |
| Annual return | 12.62% | 25.60%-13.0pp | 24.95%-12.3pp | 35.67%-23.0pp |
| Employer contribution / active EE | $1,282 | $3,104-58.7% | $3,871-66.9% | $2,757-53.5% |
| Participant deferral / active EE | $2,704 | $3,871-30.1% | $5,060-46.6% | $4,300-37.1% |
| Admin fee / account holder | $851 | $6,719-87.3% | $8,388-89.9% | $6,925-87.7% |