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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 | $28,821 | $81,476-64.6% | $102,383-71.9% | $80,925-64.4% |
| Participation rate | 30.9% | 66.8%-35.9pp | 74.5%-43.6pp | 67.7%-36.7pp |
| Annual return | 14.14% | 25.59%-11.5pp | 24.94%-10.8pp | 35.65%-21.5pp |
| Employer contribution / active EE | $1,483 | $3,105-52.2% | $3,870-61.7% | $2,756-46.2% |
| Participant deferral / active EE | $1,666 | $3,871-57.0% | $5,060-67.1% | $4,299-61.2% |
| Admin fee / account holder | $5,431 | $6,717-19.2% | $8,391-35.3% | $6,940-21.7% |