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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 | $25,497 | $77,962-67.3% | $178,540-85.7% | $80,935-68.5% |
| Participation rate | 42.9% | 65.7%-22.8pp | 77.1%-34.3pp | 67.7%-24.8pp |
| Annual return | 13.90% | 18.10%-4.2pp | 27.15%-13.2pp | 35.66%-21.8pp |
| Employer contribution / active EE | $1,082 | $2,280-52.5% | $3,953-72.6% | $2,757-60.7% |
| Participant deferral / active EE | $2,178 | $4,404-50.5% | $6,281-65.3% | $4,299-49.3% |
| Admin fee / account holder | $1,649 | $7,156-77.0% | $10,424-84.2% | $6,924-76.2% |