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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 | $25,378 | $60,442-58.0% | $96,754-73.8% | $87,485-71.0% |
| Participation rate | 57.1% | 58.7%-1.6pp | 70.3%-13.1pp | 68.9%-11.8pp |
| Annual return | 18.74% | 21.97%-3.2pp | 82.04%-63.3pp | 26.06%-7.3pp |
| Employer contribution / active EE | $1,302 | $1,691-23.0% | $2,679-51.4% | $2,596-49.8% |
| Participant deferral / active EE | $1,747 | $3,280-46.7% | $4,758-63.3% | $4,274-59.1% |
| Admin fee / account holder | $2,511 | $5,069-50.5% | $8,905-71.8% | $7,775-67.7% |