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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 | $20,524 | $73,978-72.3% | $96,515-78.7% | $75,173-72.7% |
| Participation rate | 32.8% | 66.4%-33.6pp | 74.3%-41.5pp | 67.2%-34.4pp |
| Annual return | 23.94% | 26.72%-2.8pp | 35.73%-11.8pp | 160.72%-136.8pp |
| Employer contribution / active EE | $1,186 | $2,931-59.5% | $3,740-68.3% | $2,671-55.6% |
| Participant deferral / active EE | $2,375 | $3,660-35.1% | $4,880-51.3% | $4,126-42.5% |
| Admin fee / account holder | $1,569 | $5,219-69.9% | $6,735-76.7% | $5,651-72.2% |