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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 | $27,803 | $62,592-55.6% | $85,709-67.6% | $85,847-67.6% |
| Participation rate | 38.6% | 61.1%-22.6pp | 69.9%-31.3pp | 69.3%-30.7pp |
| Annual return | 16.44% | 23.77%-7.3pp | 21.49%-5.1pp | 318.61%-302.2pp |
| Employer contribution / active EE | $1,423 | $1,755-18.9% | $2,619-45.7% | $2,565-44.5% |
| Participant deferral / active EE | $2,341 | $2,802-16.5% | $3,924-40.3% | $3,952-40.8% |
| Admin fee / account holder | $2,178 | $4,643-53.1% | $6,876-68.3% | $6,261-65.2% |