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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 | $25,299 | $58,627-56.8% | $76,735-67.0% | $82,448-69.3% |
| Participation rate | 38.7% | 63.2%-24.6pp | 69.5%-30.8pp | 68.1%-29.4pp |
| Annual return | 17.40% | 39.10%-21.7pp | 29.77%-12.4pp | 41.64%-24.2pp |
| Employer contribution / active EE | $1,019 | $1,729-41.1% | $2,454-58.5% | $2,551-60.1% |
| Participant deferral / active EE | $1,827 | $3,134-41.7% | $4,088-55.3% | $4,139-55.9% |
| Admin fee / account holder | $1,690 | $5,323-68.2% | $7,189-76.5% | $7,234-76.6% |