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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 | $22,842 | $61,390-62.8% | $112,228-79.6% | $75,177-69.6% |
| Participation rate | 40.0% | 61.6%-21.6pp | 72.4%-32.4pp | 67.2%-27.2pp |
| Annual return | 17.33% | 28.47%-11.1pp | 30.23%-12.9pp | 160.75%-143.4pp |
| Employer contribution / active EE | $1,282 | $2,015-36.3% | $3,432-62.6% | $2,671-52.0% |
| Participant deferral / active EE | $1,899 | $3,108-38.9% | $4,800-60.4% | $4,126-54.0% |
| Admin fee / account holder | $4,194 | $4,862-13.7% | $7,752-45.9% | $5,651-25.8% |