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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 | $28,350 | $57,073-50.3% | $85,126-66.7% | $80,925-65.0% |
| Participation rate | 39.7% | 56.4%-16.7pp | 67.5%-27.9pp | 67.7%-28.0pp |
| Annual return | 19.81% | 21.69%-1.9pp | 66.63%-46.8pp | 35.65%-15.8pp |
| Employer contribution / active EE | $1,160 | $1,801-35.6% | $2,731-57.5% | $2,756-57.9% |
| Participant deferral / active EE | $2,503 | $3,113-19.6% | $4,523-44.7% | $4,299-41.8% |
| Admin fee / account holder | $490 | $4,988-90.2% | $6,160-92.1% | $6,940-92.9% |