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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 | $28,281 | $56,054-49.5% | $171,082-83.5% | $62,881-55.0% |
| Participation rate | 50.0% | 62.9%-12.9pp | 76.7%-26.7pp | 69.3%-19.3pp |
| Annual return | 13.66% | 22.52%-8.9pp | 32.56%-18.9pp | 20.14%-6.5pp |
| Employer contribution / active EE | $1,091 | $1,731-37.0% | $4,002-72.7% | $2,281-52.2% |
| Participant deferral / active EE | $2,998 | $3,158-5.1% | $4,797-37.5% | $3,203-6.4% |
| Admin fee / account holder | $549 | $3,647-84.9% | $8,520-93.6% | $4,296-87.2% |